Purpose & Mission
A Trusted Advisor
As a fee-based CERTIFIED FINANCIAL PLANNERTM, I specialize in financial planning focused on what's important to you.
When you hire a CFP® professional, you are hiring a trusted advisor who has committed to putting your interests first. As part of their certification, a CFP® professional commits to the CFP Board to act as a fiduciary, acting in the client's best interests at all times when providing financial advice and financial planning. You can be assured that you are working with a financial planner who has demonstrated competency and made a commitment to ethics. CFP® professionals must:
- Complete a multi-year, comprehensive education and training process to develop the skills and experience to serve your best interests.
- Pass a six-hour national exam that tests financial planning knowledge and the ability to apply that knowledge to real-life scenarios.
- Obtain at least two years of experience providing financial planning services.
- Commit to following the CFP Board's Code of Ethics and Standards at all times when providing financial advice and financial planning.
- Complete at least 24 hours of continuing education every two years.
By collaborating with you as you navigate your financial journey, we act to strengthen your financial well-being so you can withstand life's unexpected financial shocks. Together, we implement custom strategies and solutions designed with a goal to maximize the success of your financial life. We aim to instill a sense of meaning and well-being so you can live the life you desire. This is my purpose and mission as your trusted Advisor. 
The advice I provide covers all facets of your financial life:
- Cash Flow Planning
- Educational Planning for College
- Investment & Asset Allocation Strategies
- Retirement Income & Asset Liquidation Strategies
- Tax Aware Planning
- Insurance & Risk Planning
- Estate & Legacy Planning
By addressing these key areas, we position you to be proactive to life's uncertainty throughout your financial journey.
Questions I help answer...
- "If something happens to me, will my loved ones be ok?"
- "I have saved my whole life. How do I safely spend it in retirement?"
- "Am I taking too much (or not enough) risk with my investments?"
- "When should I start claiming my Social Security?"
- "Are there tax strategies we should be considering?"
- "Do I need a trust to leave my home to my children?"
- "How much do I need to be saving now to support my family in retirement?"
- "How can we protect our money and still earn a reasonable rate of return?"
- "How soon can we retire? What will retirement look like for us?"
- "How do we protect against a financial shock drastically depleting our savings?"