Implementation is often the most difficult step in the financial planning process. Recognizing this, I am available to serve as your investment manager, financial coach and accountability partner. 

As your investment manager, I’ll create a personalized income plan that reflects your unique goals, dreams and objectives, paired with a disciplined, long-term growth portfolio that attempts to capture the market, not time the market. Any changes we make in your investment portfolio will reflect a shift in your personal priorities - not in the financial markets. We will work together to reach, and maintain your financial independence. 

As your accountability partner, I’ll make sure you make all the appointments, gather up the documents and meet with the professionals necessary to get—and keep—your financial life organized and secure. Your financial plan is a puzzle where all the pieces need to fit together in a coordinated manner – so that you feel calm and confident about your finances

As your financial mentor, I’ll continue to help you understand the interplay between your goals and your finances as circumstances change. As new, unanticipated events occur and priorities shift over time, I’ll be on hand to review your financial plan to make sure it remains relevant to your life , and am available to answer questions and concerns as your life evolves.

My Fees:

You are interested in partnering with someone to guide your financial decisions, and to help with the process of organizing and clarifying your values and priorities. You recognize the benefit of a relationship with a financial partner who will work with you over time to understand the interplay between your goals and your resources to respond to changing circumstances.

My compensation is based solely on the advice I provide. I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from any other professional. My commitment is to serve as a fiduciary, meaning I work on behalf of your interests only. I am committed to providing objective, unbiased advice at all times.