How We Help

Fee-Only, Comprehensive Advice for Better Financial Decisions and Fewer Worries

weathervane-250Are you trying to figure out how to pay back student loans, save for your kids’s education and fund your 401(k)?

Maybe you’re unsure how to build wealth while educating your children and buying a home.

Perhaps you’re struggling with preserving your wealth while caring for aging parents.   Or maybe dealing with boomerang kids, and evaluating an early retirement offer.

Whatever your current situation, worrying about finances impacts your life and relationships.  I can help you make  decisions to make the most of what you have and  build a  secure future.

The Wealth Retainer:  A Better Approach to Financial Planning

Comprehensive financial planning is a process, not an event.  It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the financial decisions you make, and makes adjustments as your circumstances change.

View our comprehensive, integrated process.

As a fee-only financial planner, I sell no products and receive no commissions.  Instead, you pay  an annual retainer that covers all our meetings.  You have full access to me at no additional charge whenever you have questions or your circumstances change.  Knowing in advance exactly how much you are paying for advice and understanding that your advisor puts your interests first brings peace of mind.

Contact me to schedule a no-cost, no-obligation initial consultation to learn more about how we can help you make the financial decisions that lead to financial independence.

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