Executives
Map your pay, equity, and deferred comp in one place so every big decision starts with the full picture.
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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
Physicians & Healthcare
Give every account a job, from paying down loans to buying back time later in your career.
Retirees or Seniors
Know your spending number and the guardrails around it, so market swings prompt adjustments, not panic.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Define what "enough" means to you, then test how much flexibility your savings can buy.
Retirement Planning
Plan your first five years of retirement in detail: income sources, taxes, and Social Security timing.
Sudden Wealth or Inheritance
Treat new money as a planning event, not a windfall. Taxes and timing come before spending.
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
Financial planning shouldn't begin and end with a portfolio. It should help you turn what you've built into more choice, more control, and more time. I work with professionals and executives approaching or living in retirement. They've done the saving. Now they want to know how much is enough, what they can afford to change, and how to spend with clarity instead of guesswork. My retirement income work centers on guardrails-based spending: a specific amount you can plan around, with clear triggers for when to raise or lower it. From taxes and Social Security to investments, healthcare, insurance, and estate goals, everything fits into one consolidated plan, and you have one person keeping it all working together. The goal isn't just to reach a number. It's to understand what that number gives you the freedom to do. Clients in Connecticut and virtually nationwide. Investment advisory services offered through RB Capital Management, LLC, a registered investment adviser.
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.