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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Business Owners, Executives, Government & Military, LGBTQ+, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
As a CERTIFIED FINANCIAL PLANNER™ professional, I am passionate about helping clients build a life plan and recognize the choices available to them – choices that can sometimes come as a pleasant surprise. An independent thinker and natural problem solver, I see my role as both advisor and advocate, listening carefully, simplifying the complex, and helping clients make confident decisions about their financial lives. My approach is rooted in the belief that good financial planning is a partnership. I strive to speak in plain English and give clients the understanding they need to make their own important decisions. One of the greatest joys of my work is helping clients see possibilities they may not have considered and being a strong voice for their interests along the way.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.