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
Women & Female Leaders
Major Milestones I Specialize In
Buying a Home and Relocation
Funding Education
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
A 4-meeting process to establish client’s vision of their ideal life, followed by development of a comprehensive plan to support this vision. Comprehensive financial plan covers all aspects of the client’s finances, such as investments, taxes, college funding, estate and retirement/goal planning. Process takes approximately 3-4 months depending on ease of scheduling meetings and timeliness of data submission and responding to questions.
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.