One Step Closer to Your Personalized

Financial Plan

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To help me serve you better, please tell me the main reason you are seeking a financial advisor.

Schedule a no-cost, no obligation consultation to explore your goals, answer any questions you have, and discuss how financial planning can help. Take the first step toward achieving your financial goals.

Fiduciary & Fee-Only

Purposeful SP financial advice is provided the way it should be, with the adviser owing a legal duty of loyalty to you, the client. As a fiduciary advisor, I am required by law to place the interest of my clients first and to fully disclose any potential conflicts of interest. Being fee-only means fewer conflicts of interest because I don’t accept hidden or back-door compensation.

  • No commissions

  • No product sales

  • No referral fees

  • No kickbacks of any kind


Our Process

We’ll start with a free initial Discovery Meeting to answer your questions, explore your goals, and explain how financial planning can help achieve them. 

From there, we develop a detailed initial plan including analysis of your current situation, explaining potential alternatives, and recommending a course of action. Ongoing planning will then guide you to accomplishing your current and future goals.