Financial guidance the way you want it.
Everyone has a unique story, unique goals, and a personal preference as to what they are looking for when it comes to financial guidance. Although I have a passion and expertise in Financial Planning, I understand that not everyone is looking for that level of financial guidance. That is why I begin with conversation and education to establish a foundation for our working relationship. My practice is structured to offer three different “flavors” of guidance and service allowing you to pick the one or the combination that is right for you.
Understanding Where You Are and Where You Want to Go
Our initial work together is an investment of time for me and for you. I offer my time in the way of a no-cost consultation because I know it will help you discover where my service and expertise fits in your plans. We will evaluate your current situation and build and navigate a plan that reflects your personal goals. From there, we can identify strategies that best positioned to move forward toward your future with confidence.
You may find that building this picture once is all you need to move forward, or you may want to review and update this picture on a periodic basis. Either approach is good as it meets your needs.
Solutions to help get you there
Managed Account Program
My managed accounts program can help you get on track and stay on track to your investment goals, leaving more freedom to focus on the other important things in life. By offering investment advice with personalized services, I can help you make investment decisions guided by your priorities.
I offer both discretionary and non-discretionary managed accounts so you can choose how involved you want to be with investment decisions.
Solution Based Strategies
I offer a wide array of solutions-based strategies. You can expect that I will listen to what it is you’re looking for, what is important to you and what you are hoping to achieve. These investment and insurance products are a great option if you already have a financial plan but want to meet a one-off need, or to help form a diversified portfolio of solutions to help you meet larger goals like protecting your future, saving for milestones, taking care of loved ones, and living a life full of meaning.
The First Step is the Most Important
If you are concerned that you must have certain things “in place” before you can work with a financial professional, I must encourage you to let go of that perspective. Working together, we can more efficiently and effectively address anything that is keeping you from getting started. Now is that time!
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
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.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
