Where are you on your financial journey?

Financial Life Planning

 

At each stage of your life’s journey there are specific challenges, pitfalls, milestones, and opportunities. I’ll guide you through them with an equal focus on planning for your future and living your great life today. Select your current stage to see how I can guide you from where you are to where you want to be:

 

Embarking On a New Career or Business

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You're graduating college, beginning your career, or starting your first business.

Setting Your Financial Foundation

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You're looking to take control of your finances, eliminate debt, and build a solid financial foundation.

Building Your Wealth

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You're focused on growing your retirement accounts, small business, real estate holdings, or other investments.

Safeguarding & Managing Your Wealth

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You've built your wealth and are concerned with managing and protecting it for your retirement and living your legacy

Preparing for Retirement

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You're approaching your retirement years and want to prepare for the second half of your financial journey.

Retiring & Living Your Legacy

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You've begun the second half of your journey and are focused on living your great life and your legacy.


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Milestones


TARGETED PLANS FOR A SINGLE GOAL

One-Time Plans

Along your financial journey are major milestones marking not only life events but also significant financial challenges. If you are at one of these major milestones, I can help guide you through the financial challenges to achieve your goal. You’ll receive a comprehensive plan related to your goal, which will guide you from where you are to where you want to be.

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My Philosophy

COMPREHENSIVE FINANCIAL LIFE PLANNING

Fee-Only & Fiduciary

I believe financial planning should be a profession rather than an industry - that planners should act more like doctors than car salesmen. When you go to a doctor, you expect the best diagnosis for your health, not to be sold a product. The same should be true of your financial planner.


FEE-ONLY

As a fee-only financial planner, I only am compensated by my clients for my advice. I don't have the conflicts of interest which come  from compensation based on product sales, commissions, kickbacks, or other forms of hidden compensation. My loyalty is to my clients.


FIDUCIARY

As a Registered Investment Adviser, I am held to the highest fiduciary standard in the industry. I am required to serve my clients' interests first in all aspects of planning and to fully disclose potential conflicts of interest. This isn't just a policy for me, it's a legal obligation.


COMPREHENSIVE

I take an integrated approach that considers your entire financial picture. Planning goes beyond investments and retirement to incorporate cash flow analysis, tax planning, risk management, career development, debt management, estate planning, and more.


Life Planning

I view money as a tool to help you achieve your great life, both now and in the future. I begin by understanding your life goals and then develop your plan to help you achieve them. Every plan and every recommendation is designed with one goal in mind: to get you to your goals.