My Approach

I am committed to making financial planning approachable and empowering for my clients by:

  • Creating personalized strategies tailored to your career, family, and financial goals.
  • Providing education and clarity on complex topics like pensions, retirement, and life insurance.
  • Encouraging open conversations to help reduce financial stress and create confidence in decision-making.

What to Expect

When you’re making important decisions about your future, it helps to know exactly what’s ahead. Our process is simple, straightforward, and designed to make you feel comfortable and supported at every step.

4 Step Process.

 Here’s what you can expect when we work together:

  1. A Quick Introductory Call (15 Minutes)
  • We’ll chat about your experience with financial planning
  • Give a quick overview of the areas we focus on
  • If it feels like a good fit, we'll prep for our first meeting
  • If not, we can still send you helpful resource
  1. First Financial Meeting (45–60 Minutes)
  • Meeting in-person is our preference
  • We'll dive into your personal financial details and goals
  • Schedule a planning conversation
  • Email you a "homework" checklist to gather (like your benefits booklet
  1. Planning Conversation (30–45 Minutes)
  • Discuss recommended strategies tailored to you
  • Find out what resonates most
  • Share an executive summary of everything
  • Give you time to review it and formulate questions
  1. Implementation & Next Steps (Varies)
  • We move forward when you're ready to
  • For insurance: complete forms, applications, and medical requirements
  • For Investments: complete investor profile, open, and fund accounts
  • Schedule review meetings to stay on track

 We believe financial planning should feel empowering, not overwhelming. When you're ready to take the next step, we'll be right here with you.