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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
GenX, LGBTQ+, Women & Female Leaders
Major Milestones I Specialize In
Caregiving for Aging Relatives, 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
Hawkwind is built around a simple idea: thoughtful financial advice should be personal, transparent, and aligned with your life. We work with clients through ongoing wealth management relationships, with advisory fees generally based on assets under management. For clients who need focused planning rather than ongoing investment management, six- or twelve-month project-based financial planning engagements may also be available for a flat retainer fee, based on the complexity of the planning involved. There are no one-size-fits-all solutions—our work begins by understanding what matters to you, where you are today, and what you want your wealth to make possible. While your relationship with Hawkwind remains highly personal, you are not limited to the resources of a traditional boutique practice. Through our strategic partnership with Visionary Horizons, a Community Family Office™ platform, we draw on broader planning, investment, operational, and family office-style resources when appropriate. The result is an intentionally structured experience: direct access to an advisor who knows you well, supported by the depth and infrastructure to help address more complex financial lives.
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.