Team Expertise
We believe in the power of differences. Our diverse backgrounds, expertise, and life journeys equip us to tackle any challenge, overcome any obstacle, and deliver bespoke financial plans for everyone.
Tax-Efficient Strategies
Insurance Protection Strategies
Education Planning & Funding
Retirement Planning & Income Strategies
Disability Planning
Long-Term Care Planning
Charitable Planning
Estate Planning
Planning for My LGBTQ+ Family
I’m proud to support my LGBTQ+ siblings and allies. We deserve financial planning that takes our unique needs into account. You deserve an advisor that just gets you.
Risk Management for DINK Families
For double-income-no-kids (DINK) families, risk management is crucial. Without the safety net of the next generation, it's vital to focus on comprehensive retirement planning and long-term care strategies. These plans ensure that DINK families are well-prepared for the future, offering peace of mind and financial security.
Navigating Life & Disability Insurance for My HIV+ Friends
Supporting my HIV+ friends in navigating life and disability insurance is a priority. The nuances and challenges they face require specialized knowledge, and I help them find the best options suited to their circumstances. This tailored approach ensures they have the coverage and protection they need.
Empathetic Financial Services for My Transgender Siblings
Navigating financial services can be particularly daunting for my trans siblings. I approach these situations with grace, dignity, and empathy, making sure their unique needs are met with respect and understanding. From building a solid financial foundation to planning for healthcare expenses, I develop strategies that reflect their true identities and circumstances.
Planning For Purpose Driven People
My approach to financial planning is built around the values we share—servant leadership, philanthropy, and a vision for a brighter future. As someone dedicated to making the world a better place, I know how important it is to have a financial plan that aligns with your purpose. Together, we'll craft a financial strategy that balances your personal goals with your philanthropic ambitions, allowing you to make a lasting impact. This isn’t just about managing your money—it’s about creating a legacy and a future that reflects your values and vision for a better tomorrow.
Charitable Giving Strategies
For those dedicated to making the world a better place, we offer specialized strategies for charitable giving. We help you identify the most impactful ways to contribute to your chosen causes while optimizing the tax benefits. This ensures your generosity maximizes benefits both for you and the charities you support.
Planning Legacies & Bequests
Creating a legacy for your community is at the heart of purpose-driven financial planning. We work with you to plan legacies and bequests that reflect your values and vision for the future. By carefully crafting your estate plan, we ensure that your impact endures and that your legacy supports causes that matter to you.
Balancing Family Equity & Philanthropic Ambitions
Balancing family equity with philanthropic ambitions can be challenging, but it’s crucial for creating a harmonious financial plan. We help you develop multi-generational wealth strategies that respect both family needs and your philanthropic goals. This includes effective wealth transfer techniques and engaging family members in your charitable vision, ensuring a balanced approach.
Multigenerational Wealth Management
We understand the importance of maintaining family values across generations. Our strategies ensure that your wealth benefits your family while also contributing to broader societal goals. We facilitate conversations and planning sessions that align family members with your vision, preserving both family equity and philanthropic intentions.