It’s your plan, not mine
I’m here to advise and support you
It's all about you
You’re in control of your life. I never force my clients to do anything they don’t want to do.
I’m available whenever you need me, whenever you have a question. Life doesn’t generally wait 3-6 months for an appointment.
I will always adjust my planning agenda to your priorities, to anything new or urgent you want to discuss.
I won’t let you leave our conversations unsettled or unsure.
WHAT I CAN DO FOR YOU
it starts with just a call
We’ll get to know each other and explore whether my services are a fit for your needs.
The Plan becomes Planning
We’ll meet 2-4 times per year to keep these four questions answered.
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I’ll regularly analyze these measures and more to identify ways to help you improve while highlighting your progress. We’ll make adjustments and take action when appropriate. Your life changes and the planning cycle continues.
I'll make it easy for you
How I charge
I believe in simple, transparent costs. I am a fee-only planner. I do not receive commissions from products, nor do I accept monetary or other compensation for referrals.
I offer financial planning services alone, or with investment management added. Plans are typically implemented more successfully when I am helping the client invest according to their plan.