Proudly Serving the Treasure Valley and all its beautiful cities, Boise, Eagle, Meridian, Star, Nampa, Kuna, Caldwell in Idaho and beyond!
My goal is to help you simplify the complex financial decisions that you will surely face with an educational approach. As your partner, I can either tell you what time it is or explain to you how the clock works – and that all depends on what you need our relationship to look like as we plan for your financial future.
Together we will work on providing you:
- Holistic advice and Dedicated Planning Services – understand when you can become financially independent, so you can work if you want to, not because you need to. I call it a work-optional lifestyle.
- Behavioral Finance – learning how to manage emotions and mitigate external risks so that your decisions are made thoughtfully, free of fear or panic.
- Efficient Transfer of Wealth advice– building a legacy and then passing along as much of it as possible.
I want to understand your current situation, know your goals and dreams, and then put a strategy in place under a Dedicated Planning framework for a fee and help you get from where you are today to where you want to go. Let’s get together and begin to maximize the probability of your financial success.