Solutions that help align your financial decisions with your values and goals to help you prepare for the certainty of uncertainty.
I want to help you make financial moves that lead to less stress—and a more meaningful life. I can't predict the future, but I can help you prepare for it!
The more I know about you, the more value I can provide and the better my advice can be. I ask about your needs, your dreams, your values. We'll look at where you want to be and where you are currently. From there, I can map out your plan and offer a spectrum of solutions while helping you pick those that suit your specific situation to help get you where you want to go.
I want to help you achieve your financial goals! Whether you're saving up for a future goal or spending down because you've achieved that goal, helping you accomplish your goals is fulfilling for me. And that motivates me to do the best I can for you!
Through an advice-based process we can partner together throughout your financial journey. I can provide you with financial advice that evolves as your needs and goals change.
The financial advice created for you may be comprehensive in nature, taking into account many areas of your financial life, or it could be more narrowly focused on one or two topics. Service includes:
• Ongoing relationships (you may terminate the agreement at any time).
• Personalized written recommendations and financial planning analysis of your needs and objectives on an annual basis.
• Conversations to help you stay on track—in person, through Zoom, or over the phone.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.