Our main goal is to get you where you need to be so that you can have financial peace of mind.

Clients can work with me in three ways:

1) Ongoing Investment management + Financial Planning

For those who want more than portfolio management — they want a partner in every financial decision.

Our comprehensive wealth management service pairs professional oversight of your investment accounts with ongoing financial planning guidance. From retirement strategies and tax planning to estate considerations and beyond, we're here to help you navigate the full picture of your financial life with clarity and confidence. Fees are based on assets under management.

2) Ongoing Financial Planning

Navigating Life's Major Transitions

This service is designed for clients facing a significant life change — whether it's a divorce, the loss of a loved one, retirement, a sudden influx of wealth, or another pivotal moment. During times of transition, financial decisions carry extra weight, and having a trusted guide can make all the difference.

We walk alongside you through every step, meeting quarterly to assess your evolving needs, adjust your plan, and ensure you're making confident, informed decisions. Fees are billed quarterly, with a minimum one-year commitment — because meaningful transitions deserve sustained, thoughtful support.

3) One-Time Engagement

Financial Clarity Session

Sometimes you don't need an ongoing relationship — you just need the right answer at the right time. Our one-time engagement is perfect for clients who want a professional set of eyes on a specific financial decision or situation without a long-term commitment.

We not only provide analysis on planning areas but we also help with execution of plan (i.e. setup trust, open and fund 529 accounts, refer you to insurance professionals to purchase policies, etc.) We help clients thoroughly answer some of these questions:

Retirement Planning: “Am I on track for retirement?”

Estate Planning: “Are my assets (home, accounts) titled in a why that I know where my assets will go?”

Tax Planning: “Am I optimizing my taxes by taking advantage of tax strategies that is available to me?”

College Planning: “Are we in a position to help our kids with college tuition?”

Investment Planning: “Am I invested in the right asset mix so that my accounts can grow at a level I am comfortable with?”

Insurance Planning: “Am I adequately insured to protect my assets and children from any catastrophic event?”

  • What We Help With

    Consolidating all of your old 401K into one IRA.

    Donate stocks to your favorite Charity.

    Manage Required Minimum Distributions for retirees.

    Roth Conversions - bracketing.

    Investment Selection and Review.

    Develop and setup education savings plan.

    Setting up your trust, will, power of attorney, health directives.

    Actively managed your PCRA accounts.

    Manage your RSU as they vest.

    Divorce (QDROs) account splits and reviews.

    Connect you to our subject matter experts (CPAs, Estate Attorney, Insurance Specialist, etc.)

  • Financial Planning Process

    Discover and understand your unique goals and objectives

    Gather Data and information to develop your personal plan

    Analyze your current plan and develop comprehensive solutions.

    Present the plan to make sure you agree with the path forward.

    Implementation of recommendations.

    Monitor the plan and update periodically.

  • What We Offer

    Complete audit of your financial health.

    Education on personal finance areas.

    Proactively monitor your progress and make any changes and recommendations as life happens.

    24/7 Access to your client portal that keeps your financial life organized.

    Available to you throughout the year, as needed.