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Expect a Commitment to Your Goals

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Your financial planner should be as focused on achieving your goals as you are. That requires a long-term relationship built on a foundation of trust.

Practically every decision you make has the potential to impact your wealth. This translates to thinking about your daily choices -- the cumulative impact of small decisions can play an important role in your financial big picture. It also pertains to the bigger decisions surrounding investments, wealth-transfer, tax planning and more.

Benefits of Working with an Independent Financial Expert

As a CFP™ and fiduciary, I take my responsibility seriously and will provide financial education and advice in your best interest. Being independent allows me to find customized solutions for your situation. I am not required to sell proprietary products and can show you a more comprehensive offering of investment options, including high-level money management programs not available to the general public.

My mission is to make sure you have a personalized plan that gets you excited about your goals and your future.

Questions We Can Answer Together

  • How should I be investing for my goals since the markets are so uncertain?
  • How am I going to move on from the financially dependent relationship I am in?
  • I am single. What should I be thinking about financially?
  • How do I become more involved with financial decisions because I seem to have outsourced that to my spouse/partner?
  • How can I attack my college debt while planning for my future?
  • My parents are aging, how can I help them while keeping my retirement in mind?
  • I don’t think my kids “get it”. They are in their 30s and still don’t seem to have a plan. Can you help them?

One of my primary goals is to develop a long-term, trusting relationship with you.

My Process

My Process

We create strategies that are tailored to your needs and goals.

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My Experience

My Experience

Years of experience have prepared me to guide you through your life transitions.

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