Financial planning that puts you first.

We follow a step-by-step financial planning process that’s built around you—your life, your goals, and your timeline. Our approach is structured but flexible, combining the discipline of professional financial planning with the heart of someone who truly cares about your success. Whether you're managing new wealth, or building long-term strategies for your family, or planning for retirement, we guide you with transparency, education, and accountability.

From day one, we aim to simplify complex financial decisions and build a strong relationship grounded in trust. We want you to feel clear, confident, and in control, because financial freedom isn’t just about having more money. It’s about having more choices and fewer worries.

Our 5-step client experience.

Process

 

Step 1: Discovery
We spend 60–90 minutes together, typically over a phone call or meal, for me to learn about your needs, wants, and goals.

Step 2: Analysis & Strategy
My team runs models and builds out plans based on the initial conversation to align your current situation with your desired outcomes.

Step 3: Plan Presentation
We meet so I can educate you around each recommendation—what it is, how it works, and why it’s relevant—while showing how each proposed action directly impacts you.

Step 4: Implementation
We talk through a Q&A session where you can ask questions and gain clarity. Once all questions are answered, we begin implementing the plan step by step.

Step 5: Ongoing Support
We meet at least annually or as often as needed to revisit the plan, adjust for any changes in life or goals, and track how things are pacing.