Financial guidance the way you want it.
I understand that 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 have structured my practice to offer three different levels of guidance and service allowing you to pick the one or the combination that is right for you.
Financial Planning & Retirement
With our fee-based dedicated planning services, you gain a partner to help build and navigate a plan that reflects your personal goals. We will evaluate your current situation and help ensure that you are well positioned to move forward toward your future with confidence.
Dedicated planning can be provided as a one-time or ongoing service – whichever meets your needs. Fees for this service depend on several factors but will never be a surprise. I always have your best interest in mind.
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.
Which Solution is Right for You?
It really comes down to your individual needs, and the amount of guidance you are looking for. Whether you are looking to explore when you can retire, looking to make some investments, or you just want to make sure your family is protected, I am here to help.
One thing you can be assured of is that I will help you find the financial clarity you are looking for no matter what option you choose.
Want To Start a Plan, but Don't Know If You Can?
I believe everyone deserves a plan. That is why I include Money Canvas, a free program that helps people build better budgeting and saving habits as an option.
HOW IT WORKS
Money Canvas combines free one-on-one coaching focused on day-to-day money decisions with simple, visual experiences to help families achieve financial confidence. This approach serves to make conversations about money less intimidating and more effective.
From your first session, a Money Canvas guide will work to build rapport and trust, getting to know you, learning about your family and developing a plan that fits your goals.
From there, the Money Canvas guide becomes an accountability partner, checking in with you and helping you stay on track.
Over time, our participants build a foundation of financial well-being and create breathing room in their budgets.
To schedule a complimentary seminar CLICK HERE
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.
