profile

virtual

Getting professional, licensed, and trustworthy advice shouldn't be a chore that fits between work and errands. Who has the time anyways? All of our relationship unfolds virtually and effortlessly which saves time on the road and adds time back to you doing you.

fee-only

If an advisor has a plaque behind the desk that states something about a "President's Table", he/she sells investment products first and foremost. Sales isn't a dirty word, but financial planning should not have conflicts of interest. Here, you see fee-only often, which means advice doesn't change based on varying commission levels of products because there is none.

ease of communication

Communication can be anytime via secure texting, email, video meetings or by submitting a question form. Anytime. Anywhere. (well, anywhere you have internet and service). Meetings are held through video calls with text and email reminders. Financial advice the way you want.

modern earners

Today, people are earning a living in many ways. Contractors, freelancers, small business owners, both spouses working and those working several gigs. We know how to plan for you and how to fit into your varied schedules. Nothing is wrong with the 8-5 either. Although I'm not sure what happened to the 9-5.

75 Client Maximum

allows full attention. no more being an after thought.

11 Years of Experience

1 designation, 3 licenses and a passion. learning the whole way.

1 Advisor

you always know who you are working with. no mega corporation database.

client examples

first advisor

Mark (41) and Katie (35) have been investing in 401(k)'s and on their own, with accounts in various places. Although they are not sure what they are invested in or how much they have. There hasn't been any real plan but they know investing in general is better than doing nothing. Recently, they felt hiring a financial advisor and bringing all of their accounts to one place while working towards defined goals, is a good idea.

beginning to earn

Lilly (26) and Connor (27) have have received their first impactful promotions in their career. The couple has been using a savings account to stash away for their future. They know it's time to learn and implement better ways to grow their savings and want to work with an advisor to do so.

small business owner

John (43) Owner of growing small company has seen his one person shop turn into a 8 person operation. In order to retain his talented team, John knows he needs to offer the benefit of a retirement plan. He finds the options and process overwhelming and the last thing he wants to do at night is sift through the information. He knows hiring a financial planner to implement and service the retirement plan is the right move for him and his employees. 401(k), SEP & SIMPLE.

retiree

Greg (63) and Lauren (62) have accumulated a nest egg. Now that the main goals have changed, new concerns have emerged. They want to know what kind of investments are appropriate for this stage of their life, how much can they draw from their accounts annually, how to handle social security and set new goals. Working with a ChFC is their choice.

what exactly will I do for you?

planning process