Tax-smart retirement planning: Affordable expertise, tailored solutions.
Flat-fee planning now. Hourly help when you need it later.
Frustrated by traditional financial advisors?
How I’m different:
Pay only for the time you need.
No ongoing fees. No investment management fees. Just financial advice and clear recommendations when you need them.
Keep your accounts wherever you want.
I don’t manage your money – I help you manage it better. You stay in control.
Retirement planning with purpose.
Focused support to help you make smarter decisions before and during retirement.
Tax-smart strategies.
Legally minimize taxes and keep more of your money for what matters most.
Fee-only, no commissions.
I do not accept commissions, referral fees, or any form of compensation based on my recommendations – ever.
Always a fiduciary.
Bound by law and ethics to put your interests first – always.
Available virtually.
Expert financial advice, delivered virtually. It’s how I work – with flexibility, convenience, and no office visits required.
Who I serve
People who want to enjoy retirement on their terms.
You may feel a bit uncertain, and a little overwhelmed, on how to accomplish this plan. That’s where I come in.
Together, we’ll develop a plan of action that leaves you feeling excited, confident, and in control of your future.
How I help
Flat Fee Financial Planning Services
You want to achieve your retirement dreams with confidence and clarity. The Flat Fee Financial Planning Services engagement can provide you with a complete financial design – delivered by a CERTIFIED FINANCIAL PLANNER® professional.
This is a one-time investment, with the option for hourly support as your needs evolve.
You’re likely a good fit if you:
- Feel like your finances are getting too complex to understand how everything works together.
- Sense that you may not know everything you need to know to avoid making a big mistake.
- Value a planning approach focused on finding a safe strategy to help you move forward.
Hourly Financial Advising Services
You want to feel confident that your financial roadmap still fits your life – and that you’re staying on track as things change.
The Hourly Financial Advising Services engagement is designed for returning clients who want ongoing guidance and peace of mind – without committing to ongoing fees.
You’re likely a good fit if you:
- Have implemented previous recommendations that now form the foundation for future planning.
- Want help navigating recent changes in your life – financial or otherwise.
- Appreciate working collaboratively with a CFP® professional toward your next financial and life milestones.