Fee Only Financial Planning, Coaching & Guidance
You put a plan in place.
Whether you need a working budget, a comprehensive “big picture” analysis or just a few hours of guidance, I can help you understand your situation & your options and help you move forward.
My approach prevents clients from wasting time and money on products and services they may not need and guides them to make good, confident decisions with the resources they have.
Services & Pricing
I do not sell any investment or insurance products or services but can refer you to professionals in the industry from which products can be purchased, if needed. I am not looking to take the place of your investment, insurance, tax or legal professionals but to enhance the relationships you have with your advisors by clarifying your needs, goals, resources and commitment to making better decisions.
My commitment to you includes a promise to:
Act with integrity, honesty, and confidentiality.
Coordinate the efforts of all of your professional advisors, with your permission.
Follow up with you from time to time (as needed) to ensure you are on track or if your goals have changed.
Click to view the Financial Planning Disclosure Form