Comprehensive Planning,
Start to Finish
Great investment decisions can be undone by a poor tax decision or poor legacy planning. I'll make sure the pieces work together.
Our Services
Financial
Planning
A comprehensive plan gives you a framework for confident decisions now while keeping long-term goals in focus. We look at where you are, where you want to go, and the steps that connect the two.
Risk &
Insurance Review
Insurance protects the plan you have worked to build. I help you evaluate existing coverage and identify gaps in life, disability, and long-term care. The goal is not to sell you a product — I don't sell any.
Investment Management
Investing is one part of a broader plan. Portfolios get built around your goals, time horizon, and circumstances — not short-term market noise. My philosophy is long-term and disciplined.
Legacy &
Estate Review
Sound legacy planning goes beyond avoiding probate. I review the financial side of your estate plan, flag what needs attention, and coordinate with estate attorneys and trust professionals when legal advice is needed.
Retirement
Income
Retirement planning is more than asking whether you have saved enough. It is a strategy for turning assets into sustainable income, accounting for taxes, spending needs, Social Security timing, and investment risk.
Tax
Planning
Asset location, Roth conversion opportunities, the order you sell holdings in — poor tax decisions can undo years of sound investing. I share my office with a CPA, so tax planning can be coordinated rather than handed off.
I share my office with a CPA, and I keep standing relationships with estate attorneys and trust professionals, so tax and legacy planning can be coordinated — not handed off and forgotten.
Three Ways To Work Together
ONGOING
PLANNING & PORTFOLIO
Ongoing planning that includes portfolio management. Proactively scheduled meetings, plus availability whenever life happens. Includes comprehensive planning, ongoing investment management, two scheduled planning meetings each year, additional conversations as needed, and ongoing monitoring as your circumstances change.
Tiered on assets
PLANNING ONLY
I PLAN, YOU EXECUTE
The full plan, while you keep managing your own accounts. Includes a comprehensive plan; goal setting and financial strategy, retirement planning, tax considerations, risk and insurance review, and estate planning review. Leverage my hourly option for periodic check-ins that fit your planning needs.
Flat planning fee
HOURLY
ONE QUESTION
AT A TIME
One decision, one second opinion, one question you've been circling. No ongoing commitment. A good fit for evaluating a retirement decision, reviewing an investment strategy, assessing an insurance need, or getting a second opinion on your current strategy.
Hourly rate
How Can I Serve You Best?
Let's connect for a no-cost consultation. We'll talk through where you are, what you're trying to accomplish, and how I can help you achieve your goals.