Financial Planning

Comprehensive Financial Planning through Each Stage of Life

Creating a lifelong financial plan can seem overwhelming, but the advantages to this process can bring you confidence and assurance for each stage of life from raising kids to retirement. Together we will develop a customized plan to help you achieve the best life possible with the money you have.

Not only will you receive a practical, customized financial plan, but here are more benefits:

  • Order to your finances - I will help you organize your financial life at both the “macro” level of investments, insurance, estate planning, etc.; and also the “micro” level of household cash flow.

  • Regular financial reviews - I will help you follow-through on your financial plan by working with you to prioritize your goals and regularly meeting with you to evaluate your progress in achieving them.

  • Objectivity - I bring insight from the outside to help you avoid emotionally-driving decisions in important money matters. I will do the research necessary to ensure you have all the information you need at key points of financial decisions.

  • Proactivity - Through our regular financial reviews I will assess any potential transitions that might be coming and create an action plan necessary to address and manage them ahead of time.

  • Education - I will provide the necessary resources to help in your decisions and explain the options and risks associated with each choice.

  • Partnership - To help you achieve the best life possible with the money you have, I will work with you, not just for you by understanding your background, values, needs and ???