Independent | I work for you. Your interests always come first, as I do not sell any products or receive any commissions.
No Minimum Amount of Assets | Because I charge a flat-fee, I am able to work with people in a variety of situations. There is no minimum asset level required to meet.
Fee-Only services | You will always know upfront what my fees are and what services are included.
Holistic, Comprehensive Planning | The only way to truly feel confident in your financial plan is to take a “Big Picture” approach. This means having one expert review all elements of your current and future financial life, including your current cash flow, taxes, real estate, and retirement goals to ensure you are financially on track.
Relationship-Based, Ongoing Support | I truly get to know each and every one of my clients, their individual circumstances, goals and needs. It is not my values that are important, it is your values that matter. It is my job to understand your values and put them into action through the planning process.
Client Education | My number one priority is that you not only have a great plan in place, but that you understand the ins and outs of that plan, and why certain advice was given.
Complimentary Initial Consultation | I’m happy to setup a time talk with you to review your situation. Call or email and we can setup an appointment to discuss.