All meetings will be held via video conference with three initial meetings to get your plan started. After the first year, we meet semi-annually in the spring and fall.

Yes! This is often one of the largest accounts a client holds. I will analyze the investment options and provide a recommendation.

Yes! If you need help implementing your plan and value receiving advice, ongoing financial planning is an easy transition.

I work with individuals and families all over the US. In our initial consultation, we get to know one another and make sure we will be a good fit.

The CFP designation signifies that I have met rigorous education and experience requirements, passed a comprehensive exam, and adhere to ethical standards. This credential reflects a commitment to professionalism and enhances my ability to provide comprehensive financial planning services tailored to your needs.

As a fee-only financial advisor, my compensation comes exclusively from the fees you pay for my services. This structure can help eliminate and minimize potential conflicts of interest that may arise from commissions or third-party incentives, ensuring that my recommendations are solely in your best interest

Ongoing financial planning clients receive advice on contributing to tax advantaged accounts, minimizing tax burden now and in the future and a tax projection. I do not prepare or file taxes on your behalf. A CPA will be necessary for highly complex tax situations.