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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
Pre-Retiree, Retirees or Seniors, Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, 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
Planning for retirement is stressful and complex. It doesn’t have to be. Retirement holds unique risks and challenges unlike any other time of life. I take a holistic and research based approach to navigating retirement to minimize regret and maximize your life. As a CFP professional currently studying for a PhD in Financial Planning, I believe that every dollar counts, so make it count. I make sure all areas of your financial life (taxes, estate, investments, insurance, time, relationships, charity, etc.) are aligned with what matters most to you. My initial, complimentary engagement is a three step process: 1) we discuss who and what is most important to you, 2) uncover what your current financial plan is, and 3) co-create a plan that minimizes your regret and maximizes your life.
Disclosures
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through TVAMP, a registered investment advisor, and separate entity from LPL Financial. Registration as an investment adviser does not imply a certain level of skill or training.
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.