GenX
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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
Millennials & GenZ
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Getting Married and Starting a Family
Retirement Planning
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
Values-Based Planning: We start by identifying your core values, then use them as the framework for building a financial plan that is intentional, meaningful, and aligned with the life you want to live. Subscription-Based Financial Planning: You can get holistic financial planning without being required to use us for investment management, so clients who invest on their own or in things like real estate or private businesses still have full access. Interactive Technology Experience: With 24/7 access to your secure client portal, you can check on your plan and financial institution connections anytime, without waiting for business hours or a returned call.
Disclosures
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
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.