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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, GenX, Government & Military, High Earning First Generation, LGBTQ+, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Death in the Family, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Retirement Planning, Starting a Business, 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
The G.R.O.W. Process Four phases that take you from initial conversation to a living financial plan that evolves with your life. 1. Get Organized We start with a complimentary consultation. If we are a good fit, we sign the agreements and begin gathering your information to start the financial planning and investment management process. 2. Refine Strategy We analyze the data, develop your custom plan, review our initial recommendations with you, and make adjustments. This is collaborative, not prescriptive. 3. Operations Design Once the plan is approved, we implement the recommendations and hold you accountable. You enter the Client Services Calendar rotation, ensuring consistent touchpoints throughout the year. 4. Work the Plan We monitor your progress toward the goals in your plan. We evaluate, adjust, and keep you informed with regular contact. Life changes and your plan changes with it.
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.