Financial planning that fits your life

It can be tough to think about your financial future. Your life is busy, and the financial landscape is always getting more confusing. But that means proper planning is critical. I am a fiduciary financial planner (meaning I pledge to always put my clients' needs first) who works entirely on a fee-only basis (my fees are transparent, disclosed, and earned only from my clients, not from product sales). Learn more about why that's important here.

 Photo credit:  Jason Jamal Nakleh

Photo credit: Jason Jamal Nakleh

I help people: 

  • set and stick to a budget, prioritize debt repayment, savings and other goals
  • plan for major life events, like a home purchase or career change
  • merge, streamline and simplify their finances
  • manage their investments
  • plan for college savings
  • determine if they're on track for retirement
  • assess their life and disability insurance needs
  • navigate their estate planning needs

 

Member of:

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