Comprehensive financial planning is a process of identifying and prioritizing your goals, conducting a formal analysis of your financial situation, providing actionable steps to help you towards your goals, and periodically reviewing your progress.
Working with an independent advisor means that you are able to access just about any product in the financial services industry. I chose independence back in 2011 in order to have the freedom to bring my clients best in class products, services, technology, and resources. Not being tied to one company allows me to provide what’s best for my clients.
Yes. As a fiduciary, I place my client’s interests first. This means that I have no incentive to offer you one product versus another. We will choose what is the best fit for you and your family’s needs.
I work on a fee-basis. This means that my compensation comes directly from you, not commissions. There is a financial planning fee for clients that choose that level of engagement and a wealth management fee for those that choose to engage on those services.
Yes! As a CERTIFIED FINANCIAL PLANNER™ Practitioner, I am held to an even higher standard than most financial professionals. In addition to the obtaining the certification itself, I am required to complete ongoing continuing education, ethics training, and more. For more information on what it means to work with a CFP®,