Financial Planning and Advice
Answer questions and provide advice on how to improve your financial situation.
Sessions are generally 30 minutes and can be done virtually and I am happy to address specifics about your individual situation. I will not be delivering a complete financial plan, but can provide financial planning advice and investment advice.
Training & Qualifications
I am a Certified Financial Planner(R) and am in my 16th year of helping clients improve their situation. I am a NAPFA registered fee-only fiduciary planner, so I don't sell anything. I work directly with my clients and help them build the confidence they are making the right choices for their financial future.
Availability & Preferences
Mornings are generally best for me.