Many of my clients are physicians, or other medical professionals, seeking financial planning that addresses their unique lifestyle and financial situation. An equal number of my clients are established professionals in the law, business, and IT fields looking to conquer their financial plan. Regardless of industry, my clients are looking to live their richest life – whatever that looks like for Continue Reading

It's unfortunate that financial advisors have traditionally required their clients to have a high net worth. In my experience, it's the folks who don't have a lot of money who can benefit from careful planning toward achieving goals and protecting against catastrophe. This is why I don't require a minimum net worth for the clients I work with. I believe that everyone should have access to the Continue Reading

Of course. Perhaps you've used the services of another financial advisor to purchase insurance or invest in a mutual fund. But you still have questions about how to best meet your financial goals. How do you optimize your employer's benefits? Are you secure enough financially to start that business? These types of questions aren't always addressed in every financial setting. Our services are Continue Reading

Not at all. I am a fee-only financial planner. This means that the only payment I receive is from you - I make no money from the sale of any financial products. This model ensures that the only interests I am looking out for are yours. Continue Reading

Of course. The miracle of technology removes the limitations of location. We can work on your goals from any where at any time. Continue Reading

Absolutely. You'll see the greatest results after working together for at least 12 months, but you there is never any obligation to continue working with me. A thirty day notice is required to cancel, and your final month's fee will be prorated so that you only pay for the service you have access to. Continue Reading

Here's the thing. Creating a financial plan that works for members of Gen X and Gen Y is what drives me forward each and every day. I spend my time refining the process so that you get the absolute best service for incredibly reasonable fees. I am able to provide the best service by partnering with you to achieve your goals. Since we talk every few months, I understand where you are with Continue Reading

If you can confidently decide on the right approach to paying off debt, choosing retirement accounts, maximizing your employee benefits, saving for your kids to go to college, and all the other decisions that play a part of your financial plan, then yes you certainly can. However, a professional brings years of experience and a big-picture approach to those choices. There's a certain peace of mind Continue Reading