Our Services

As your financial advisor, I can help you discover how well your financial beliefs, habits, actions, and resources meld with your values and life goals. A full appreciation of the direction you want to take, leveraged by personalized advice, gives you the financial and lifestyle solutions to make wise financial decisions and move confidently toward your dreams.

I encourage you to visit the Approach page to learn about the unique ways I deliver financial advice. My uncommon approach is a key element of my services. On that page, you'll also learn about my fee structure: you simply pay for my advice by paying for my time.

Services Include:

• Exploring your aspirations, values and expectations from a financial perspective
• Analyzing your current financial situation
• Showing you ways to more efficiently utilize and protect your resources
• Helping you prioritize your financial choices and actions
• Creating a detailed personalized financial plan
• Guiding you through the process of implementing my actionable recommendations
• Being your advocate at meetings with product and service providers, including salespeople, money managers, accountants, and lawyers
• Being your go-to mentor any time you have a financial question or want a second opinion
• Providing recurring reviews to ensure that you continue on track

Topics Covered in Such Services Include:

• Spend Versus Save Decisions (Budgeting)
• Cash Flow Planning
• Retirement Income Planning
• Investment Portfolio Analysis and Recommendations
• Portfolio Monitoring Assistance
  
• Insurance Needs Assessment and Policy Analysis
• College Funding Plans
• Estate and Gift Planning
• Tax Planning via Timing of Income
• Debt Management Techniques

Please contact me for more information about how we might best structure services to meet your individualized needs. And see the Approach page for additional details.