Financial Planning Services
My goal is to provide you with meaningful financial advice that will help instill confidence in your ability to meet your evolving goals as you move through the various stages of life. This ongoing financial planning relationship reflects the following components that I believe will enhance your financial wellness over time:
Organization: I help you bring order to your financial life, by assisting you in getting your financial house in order at both the “macro” level that includes investments, insurance, your estate, taxes, etc., and also the “micro” level of household cash flow.
Objectivity: I bring insight from the outside to help you avoid emotionally driven decisions in important money matters through my availability to consult with you at key moments of decision-making, doing the research necessary to ensure you have relevant information, and managing and disclosing potential conflicts of interest in our relationship.
Proactivity: I work with you to anticipate your life transitions, and to be financially prepared for them, by regularly assessing potential changes that may be coming in your life and creating an action plan necessary to address and manage them ahead of time.
Education: I’ll explore what specific knowledge you;ll need to succeed in your situation by first thoroughly understanding your needs. I’ll then explain your options, as well as the risks associated with each choice, and provide the necessary resources to facilitate your decisions.
Accountability: I’ll help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Collaborate: I’ll help you work towards your financial goals, and I’ll work in concert with you, not just for you, to make this possible. By taking the time to clearly understand your background, attitude towards investing, as well as your needs and objectives, I’ll work corroboratively with you, and on your behalf, while offering transparency around my costs and compensation.