In our world of growing technological advances, drop-down menus and box checking have become normal. Yes, technology is wonderful for the exchange of information, facts and transactions, but trust and understanding are deeply human experiences.

The families we guide understand they do not fit inside a box and appreciate that I can, and will, separate fact from fiction when it comes to sources for financial information. I will help you wade through the volume of imprecise and incorrect information to recommend proven, prudent strategies for building a successful financial life.

As a CFP®, I share my knowledge, skills and experience to help guide your family with true financial strategies rather than simply managing investments. Unlike many financial advisors, I analyze and review how the moving parts of your unique life can be leveraged for your benefit. These include: current asset protection and risk strategies; incorporating non-liquid assets, such as real estate and business ownership, into your strategy; integrating, coordinating and monitoring your various investment accounts, including your company's retirement plan; ensuring affiliated professionals, such as your CPA, attorney, trustee and insurance professionals, are working from the same strategy; and making sure you are focusing on simple steps you can control, rather than spending time and energy on things you can't control.

It's a lot of work, and many families never get around to reviewing the "big picture." Instead, they have a number of partially complete pieces that make up their own puzzle. Those who turn to us to help them do the heavy lifting quickly realize that a trained CFP® can clarify the big picture, while ensuring a family's planning gap does not end up becoming costly over time.

If you are unsure about whether your finances are working together to best suit your goals, then I would encourage you to contact me for a conversation.