If you decide to move forward with one of my recommendations, I’ll be a coach, resource and accountability partner to make sure everything gets done.
Financial planning is not just for the extremely wealthy. In fact, it’s quite the opposite! A good plan creates a financial roadmap that takes into consideration all your financial goals: starting a family, buying a bigger home, sending kids to college, buying new cars and more. It gives you a real look at the cost of living and a guide for saving and investing that will help you achieve your goals.
When we make a financial plan, we look at the following elements of your financial life and help you decide what steps you should be taking to reflect your personal values and goals for the future.
Estate (wills, trusts, powers of attorney)
I don’t get paid for selling you “stuff.” I’m never compensated by an insurance, mutual fund or brokerage company. I’m only paid by my clients. Fee-only means, the only fees I receive for my services are paid directly by my clients. This eliminates any conflicts of interest when I make financial recommendations. Because I’m not compensated by anyone but you, I have no allegiances to any company or product. I can truly recommend what is right for you. And, I don’t have to worry about how much I’ll get paid in the process.
No hidden fees.
Whether you don’t know where to begin or you need a second opinion, I can help. With nearly 10 years experience in investment management, I can provide insight whether you’ve never heard of the S&P 500 or you’re wondering whether your investments are right for you.
For beginners: Once you begin saving a little money, the next step is to figure out how to invest it. There are a lot of decisions to make beyond your 401K contributions at work, and I’ll help you make them. Beyond deciding on some accounts, we’ll make sure your investments match your risk comfort level and are in line with your retirement financial goals.