Senior Advisor
You don't have to keep up on everything, yourself.
You have good incomes, live (or want to live) modestly, and seek a lifelong problem-solving and advice partnership, to finally get your finances in order.
Is your financial picture starting to outgrow your capacity (and let’s be frank, your interest) to keep up with all of it?
That’s where I come in, I help you navigate financial transitions (both the ones you plan and the ones that sneak up on you): moving, renting or buying, graduating, children, new jobs, your second job. I know the questions are endless; I’m here to help you through them and shape your financial plan to support all those transitions.
I am a fee-only, comprehensive financial planner that incorporates appreciative life planning to unearth your concerns, transitions and desired future. This is not a one time thing, this is ongoing education, coaching and planning designed to build your emotionally intelligent plan and keep it tuned year round as your life changes – because it will change.
What We Offer
ENOW provides a comprehensive service bundle on a fee-only, flat-fee basis through our Comprehensive Financial Planning program of services, which include: ongoing financial planning, investment management, and investment monitoring for assets held away.
Ongoing Financial Planning
Financial Planning is a collaborative process that helps maximize your potential for meeting your life goals through financial advice that integrates all the relevant elements of your personal and financial circumstances. We work with you continually to develop, implement, monitor and adjust your plan over time; your life changes frequently, your plan needs to adapt accordingly.
Investment Management
The plan comes first, investing supports it, so we manage your investable assets to enable your plan. Your plan’s needs and objectives produce a personal investment policy (how you want your money invested). We implement that policy using Passive Investing strategies.
If you wish to manage your own investments, we’ll support you in that work.
Investment Monitoring for Assets Held Away
We’ll also help you manage and monitor your “held-away” accounts to align them with your investment policy.
Our Team
Associate Planner
Blogs
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
