Retirement planning for DIY investors who want to stay in control.
Serving people who:
Want financial advice with no strings attached
Want to take action
Are comfortable maintaining control of their hard-earned money
Are genuinely nice people with whom I share a mutual respect
Making work optional
Am I a good fit for Milestones Financial?
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Who’s the ideal client for Milestones Financial?
I work with clients who are preparing for or already navigating retirement and value expert financial strategy over investment management and high fees. They’re comfortable maintaining control of their money while receiving objective, advice-only financial guidance.
What does it mean to be “comfortable maintaining control of their hard-earned money”?
It means you prefer to manage your own investments or keep your accounts where they are—whether at Vanguard, Fidelity, or Schwab—while paying only for the advice and strategy you need.
How does Milestones Financial help people who are “making work optional”?
Retirement planning is about reaching a point where work becomes optional—where your time is truly your own. I help you build a clear financial roadmap to get there, so you can move forward with confidence and control.