As a Certified Financial Planner™(CFP ®) and Chartered Financial Analyst (CFA), I am able to bring an interdisciplinary approach to the challenges of investments and financial planning. Any advisor may call themselves a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP ® Board can display the CFP ® certification marks, which represent a high level of competency, ethics, and professionalism.

My Financial Planning Process

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What you can expect from our financial planning process?

 

Optimization

I find ways to maximize every dollar you have invested so that your money is working for you in as many ways as possible.

Diversification

I help you spread out your risk across a variety of investment vehicles to help ensure that your assets are positioned to address unexpected market shifts.

Efficiency

My best practice-based model allows me to offer you personalized quality guidance at a reasonable, fee-only price point.

Simplicity

Financial planning can be complex – there are a variety of choices and it can be a challenge to understand what’s appropriate. I take the time to learn about you and your unique goals, and our professionals do the legwork of curating your options to find a suitable mix of investments for you.

*Mutual funds and exchange-traded funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
** Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

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