Your financial journey is unique. That is why I take the time to get to know you, understand your unique situation, and your goals.

Before you begin any journey, you have to know where you are. In the first appointment, we will complete a detailed assessment of where you are now, financially. We will record all of your assets, liabilities, income, and expenses. From that information, I will provide you with a net worth and cash flow report. This valuable report can be stored with your estate documents so that your heirs have a complete picture of your financial situation all in one place when they need it. This will be a living document that we will update throughout our relationship. It can also be helpful to have this report available for your accountant during tax season.

Once we know exactly where you are, we will begin to chart a course to where you want to be. A big part of charting your course is knowing your comfort with risk. Are you comfortable climbing mountains, or would you rather cruise along a straight and narrow highway? There is no wrong answer here, but we need to know your comfort with risk in order to chart the best course.

After knowing the road you are most comfortable with, we will discuss which tools are best to use to help you get there. Investment products are the tools we use and I will help you decide which tools are the best for you. I will help you with some questions you may be asking yourself such as:

What will my retirement cash flow look like?
What should I do with my 401(k)?
How will taxes affect my retirement?
When is the best time to take Social Security?
Will I outlive my money?
Should I convert to a Roth IRA?
What if I become disabled?

If you are looking for guidance, no matter what your life or financial situation is like, reach out to me to get started on charting your course.

Focus areas

  • College Savings
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Divorce Finances
  • New Investors

My Personal Interests

  • Baseball
  • Football
  • Fishing
  • Volunteering

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