Financial Planning Philosophy

Comprehensive

When you think of financial planning what is the first thing that comes to mind? Maybe you think about retirement, or estate planning, or taxes? While these topics are important they are part of a much broader discussion. I believe that financial planning should help you live your best life now AND in the future. In order to live your fullest life we need to know your short term and long term goals. Your financial plan should grow with your family and Fee-Only Financial Planning can help you achieve your goals.

Fee-Only Financial Planning

As a Fee-Only financial advisor, I do not receive commissions from selling products. I feel this helps eliminate some of the conflicts of interest that have been present in financial planning. I am passionate about transparency in financial services.

The Planning Process

I start the financial planning process by determining if we are the right fit for each other. During our first 30 minute FREE session, we can discuss your goals and burning questions. If we decide to move forward, our next session is focused on your short term and long term goals so we can build the right financial plan for your family.

Working together we focus on every aspect of your finances so that we can fine tune your financial life:

  • Increasing your income
  • Decreasing your expenses
  • Investing your wealth wisely
  • Protecting your assets
  • Optimize YOUR finances to live YOUR best life

Investment Management

Looking for the next hot stock tip? You won’t find that type of advice here. A successful investing plan should be tied to your goals, time horizon, and risk tolerance. I have partnered with Betterment to provide a smart rebalancing and tax efficient tool for your investments. This optional service is available for financial planning clients only.

Let's Talk!

Want to schedule a FREE introductory meeting with me to discuss your goals?

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