In order to have time to fully and responsibly serve my existing clientele, I currently have a short waiting list for bringing on new clients. You will receive a reply within one business day to let you know when we can meet to discuss your financial planning goals. If you have an immediate and urgent need, please state so in your message below and explain your need so I can make time to talk immediately.
Schedule Your Discovery Meeting
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 adviser, 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 product sales
No referral fees
No kickbacks of any kind