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Fee-Only Financial Planning for a Life That Works
Many of us have the same questions about our finances: How do I get smarter about our money? Do we have a path to a second home? What’s after retirement? If my husband retires first, how long do I need to keep working? What’s the smartest investment strategy for us? Are we going to be okay?
I help my clients learn that money is here to support and serve them. This process helps you gain what I call "financial confidence."
All of my clients are educated, aware, and savvy. Many could do their own financial plan. Maybe manage their own investments. But there’s family, work, and travel. Volunteer work. Grandchildren, or music practice. Not everyone loves the paperwork. And how many of us want even more responsibility?
Understanding what you want to accomplish can be hard to figure out on your own. I believe it's more enlightening to explore your aspirations with a knowledgeable partner. Someone that will help you think creatively about where you want to go.
As your financial planner, I’ll always take you seriously, but expect a light touch. You’ll learn what to watch closely, and what you can ignore. I’ll show you what you can control, and what you can’t. We’ll work on organization, and we will set priorities. I’ll help you build greater financial confidence and keep you focused—with absolute clarity about what matters.
These principles form the basis of my approach.
I help my clients learn that money is here to support and serve them. This process helps you gain what I call "financial confidence."
All of my clients are educated, aware, and savvy. Many could do their own financial plan. Maybe manage their own investments. But there’s family, work, and travel. Volunteer work. Grandchildren, or music practice. Not everyone loves the paperwork. And how many of us want even more responsibility?
Understanding what you want to accomplish can be hard to figure out on your own. I believe it's more enlightening to explore your aspirations with a knowledgeable partner. Someone that will help you think creatively about where you want to go.
As your financial planner, I’ll always take you seriously, but expect a light touch. You’ll learn what to watch closely, and what you can ignore. I’ll show you what you can control, and what you can’t. We’ll work on organization, and we will set priorities. I’ll help you build greater financial confidence and keep you focused—with absolute clarity about what matters.
These principles form the basis of my approach.
Services & Benefits
Our intention is to provide just the right financial planning for you, and to build a satisfying long term relationship with you. We offer multiple options for financial planning and investment management services, customized to your unique needs. And we can offer a level of ongoing advice that will be just right for you, too. Finally, we don't require asset management in order to provide financial planning services to you.
Fiduciary & Fee-Only
Fiduciary care embodies the highest standard of excellence, and places the client's interest ahead of the advisor's at all times. Throughout history, fiduciaries have held a unique and important role in the investment profession. We are proud to serve in a fiduciary capacity for you. We are compensated by client fees only. Our fees are fully disclosed to you and we do not accept any commissions or referral fees.
Our Principles
- 1. We believe that financial planning is an ongoing, friendly, collaborative process.
- 2. Communication is critical.
- 3. A systematic approach is efficient and effective.
- 4. A disciplined investment process is best - no hunches or market timing.
- 5. We are here to help you live with greater financial confidence.
How can we help you?
Here are 101 Things We Can Do For You.
