Debugging your personal finances in the tech industry can be overwhelming. Time-consuming. Let us help you automate. 

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Get a financial plan that prioritizes your priorities.

We’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, we’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, our recommendations always follow a high standard of professionalism, so we’ll:

  • act in your best interests, not ours.
  • be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront.
  • openly disclose any potential conflict of interest that may exist in our relationship.
  • be upfront about the different options clients have to pay us for the products and services we provide, including fees for fee-based plans. 
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Here's how I’ll build your personalized plan:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.

Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

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Education funding

With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.

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Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

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Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

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How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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