Services
There’s rarely one perfect solution in financial planning. Life is full of uncertainties and unknowns, but that’s where I thrive. As an independent advisor, I have the flexibility to explore creative and personalized solutions that best fit your unique situation. My independence ensures that your best interests always come first.
-
Tax Planning
Tax savings strategies
Collaboration with accountants
Tax loss harvesting
Roth conversions -
Retirement Planning
Retirement readiness evaluations
Social Security claiming strategies -
Life Events
Guidance for life transitions: marriage, divorce, death, starting a family
Support for major purchases, home or vehicle
-
Cash Flow Management
Personalized cash flow projections and management
Savings and withdrawal strategies
-
Insurance
Insurance Reviews:Life, Home, Auto, Health
Coverage adjustments and long-term care
Collaboration with insurance
-
Investments
Evidence-based, low-cost investment strategies
Portfolio consolidation and reallocation
Risk - Return Optimization
-
Estate Planning
Estate document and beneficiary reviews
Efficient wealth transfer to future generations
Collaboration with estate attorneys
-
Charitable Giving & ESG
Strategies for impactful giving, including donor-advised funds
ESG Investing
Service & Fees
Comprehensive Financial Plan
My signature service and foundation for all new client relationships. I conduct a complete financial inventory and analysis, then create your personalized roadmap for financial success.
What's Included:
Complete financial life assessment
Goal prioritization and timeline development
Investment allocation recommendations
Tax optimization strategies
Risk management analysis
Estate planning coordination
12-month action plan with priorities
Ongoing Financial Management
Custom pricing based on complexity
Financial planning isn't a one-time event. My ongoing service ensures your plan evolves with your life, providing continuous optimization and peace of mind.
Ongoing Services Include:
Quarterly portfolio reviews and rebalancing
Annual plan updates and strategy adjustments
Tax planning throughout the year
Life event guidance and plan modifications
Investment monitoring and optimization
Coordination with your tax and legal professionals
Project Based Consulting (hourly billing)
Perfect for specific financial questions or second opinion analysis on existing strategies.
Common Projects:
Investment portfolio analysis
Retirement readiness assessment
Tax strategy development
Insurance coverage review
Estate planning coordination
Schedule a Consultation
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.