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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, Single Parent
Major Milestones I Specialize In
Early Retirement or Financial Independence, Starting a Business, 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
What do I do? "Through care and analytical reflection and analysis, I help my clients build a retirement that is affordable, yet leave open for work to be optional” How do I do it? "Through deep discovery, analysis and creating a unique plan with a smart timeline implementation followed by rigorous review" Where do you go with your clients? I answer the following questions: Where do I stand with your goals? How do I stand with my investing strategy? How do I pay for my goals through tax savings? How can I change a knowable outcome in an unknowable future?
Disclosures
Securities and Insurance products are not a deposit or other obligation of, or guaranteed by the bank or any affiliate of the bank, are not insured by the FDIC or any other state or federal government agency, the bank or an affiliate of the bank, and are subject to investment risk, including possible loss of value. Certified Financial Planner Board of Standards Inc. own the certification marks CFP®, CERTIFIED FINANCIAL PLANNERtm, CFP® (with plaque design) and CFP®(with flame design) in the US., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
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.