Celebrate Financial Planning
for Ordinary People With Extraordinary Dreams
We help middle-income individuals, couples and families prepare for their financial futures at peak life moments.
We create strategies tailored to your goals.
We're prepared to guide you through life's transitions.
It's all about you. How are we different?
Flexible planning and advice with transparent fees.
If you are...
GRADUATINGGETTING MARRIEDHAVING CHILDRENSTARTING A NEW JOBBUYING A HOMERETIRING...now’s the time to set yourself up for future financial contentment and stability.
You want to get rid of financial stress.And find a sense of freedom as you embrace a new life chapter.
You have a down-to-earth middle income mentality.You know the value of a dollar. You’re more focused on achieving independence than the latest new shiny car.
You’re looking for sensible guidance from a smart, approachable person.Not a stodgy “wealth manager” dressed to impress in a stiff suit.
You only want to pay for advice in a way that makes sense to you.The idea of being “sold” products with hidden charges or commission products bothers you.
I bring over 30 years of experience in institutional finance, where I gained a breadth of knowledge I now apply to help people with their personal finances.
I’m here to serve middle-income people through easy-to-understand language, a fiduciary commitment to your goals (not a company’s goals), and a fun, gratifying process.”
Principal, CERTIFIED FINANCIAL PLANNER™