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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, GenX, Government & Military, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Getting Married and Starting a Family, 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
I partner with individuals and families to build a clear roadmap for making smart decisions with their money and reaching their goals. My approach is built on trust and accountability, and I focus on a client experience that is responsive, transparent, and consistent. My areas of focus are: Retirement planning Tax planning for individuals and business owners Equity compensation planning (RSUs, stock options, ESPPs) Estate planning
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.