Services for Individuals & Families

I help individuals & families build financial security through disciplined investing & comprehensive financial planning.

Investment Management

I manage investments with a disciplined process that aligns with your values, goals, and long-term financial plan.

Investment management services are provided under an Assets Under Management (AUM) fee structure. The following services are included:

A yearly check-up to assess your portfolio’s performance and adjust to meet your goals.
Maintaining a portfolio that is optimized and aligned with your risk tolerance.
Minimize tax impact through strategic asset placement and tax-smart investing.
Safeguard your investments by analyzing potential risks and market scenarios.
Access a variety of accounts, including IRAs, Roth IRAs, 401(k)s, donor-advised funds, and more, to meet your unique needs.

I offer in-depth financial guidance designed to help you make wise, informed decisions in every area of your financial life.

Financial planning services are provided under a fixed-fee structure that varies depending on the complexity of your situation.

A structured process to turn your goals into a clear, actionable financial plan. We’ll implement the plan together, and after the first year, my ongoing support is available for an annual retainer.
Gain control over your spending habits and reduce debt with a clear, purpose-driven cash flow plan.
Create a plan to save for your family’s educational expenses.
Minimize your tax burden with effective strategies for income timing, charitable giving, and comprehensive tax reviews throughout the year.
Ensure you have the right coverage to protect your family, business, and finances.
Build a lasting strategy for financial security and growth.
Make informed decisions to maximize your lifetime benefits.
Prepare for potential care needs with a sound financial strategy.
Ensure your wealth is transferred according to your wishes, protecting your family’s future.
Navigate inheritance and financial decisions with clarity and confidence after losing a loved one.