Whether you're just starting out or have a lump sum of cash, I will create a low-cost, diversified portfolio of exchange-traded funds. The allocation of funds in the portfolio will depend on your financial goals and tolerance for risk.
Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.
Hourly based projects to address your most immediate financial planning questions and get you on track for success. Projects are hourly and generally consist of an initial data gathering meeting, follow-up email with a checklist of additional items needed to complete my work and any questions that need clarifying, at least one implementation/recommendation meeting and, if needed, a follow-up in 1-3 months.
No surprises or commissions. I'm a fee only advisor and everything is right out in the open.
| Why a Monthly Fee? | Planning Calendar | Good to know |
|---|---|---|
| As young professionals and growing families, your financial planning needs to be dynamic. Things change in your life and can instantly be addressed in the plan. The monthly subscription keeps you engaged and in control. | Staying engaged means we'll be in touch throughout the year to make sure you stay on target: 401(k), Estate plan, End-of-year tax, and insurance reviews | I am a Fee Only financial advisor, I have taken a Fiduciary Oath. I work in your best interest: Every Client, Every Account, All the time. |