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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
Retirees or Seniors
Women & Female Leaders
At PWM, we understand the challenges women face and have experience helping our clients through them.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
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
Partnership Wealth Management provides our clients with reassurance regarding their financial planning goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be. We work with a smaller group of clients in order to meet our high standard of service and to provide personal attention to each of our clients. Working with us as your independent financial advisor, you won’t have to worry about our recommendations being biased towards a specific investment or product company.
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.