Financial Planning

I help people in all life stages and situations make wise financial decisions.  Some of the areas of financial planning that I specialize in advising my clients are:

  • Developing a cash flow plan or budget
  • Employee Benefits Planning
  • 401(k) or 403(b) recommendations
  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Tax Planning
  • Basic Estate Planning
  • Charitable Giving

My clients come to me with a wide variety of financial goals that they want me to help them achieve.  Some of the goals and life events that I assist my clients with are:

  • Paying off debt
  • Saving for retirement
  • Getting married
  • Having kids
  • Buying a home
  • Deciding whether to sell a home or make it a rental property
  • Changing jobs or careers
  • Attending college or graduate school
  • Sending a child to college
  • Retirement
  • Taking Social Security
  • Withdrawing from investments in retirement
  • Experiencing a death in the family

If you have any of these goals or are approaching any of these life stages I may be able to help you make wise financial decisions.  Rather than sell you a product to help out in these areas, I provide you with advice.  Many of my clients think of me as their financial coach or their personal CFO.