GenX
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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
Millennials & GenZ
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
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
At Mindful Wealth Planning, we do Financial Planning that spans your world. My process begins with understanding the full picture, not just your investments, but your goals, family, and the complexities that arise when your financial life crosses borders. I specialize in working with American living abroad, internationally mobile families, and those preparing to move abroad. My approach integrates financial planning, investment management, tax strategy, retirement planning, and cross-border considerations into one coordinated plan. We begin with an introductory conversation, followed by a comprehensive discovery and analysis process. From there, I develop practical recommendations, help you implement them, and provide ongoing guidance as your life evolves. My goal is simple: Turn financial complexity into clarity and help you make thoughtful decisions with confidence, wherever in the world life takes you.
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.