Committing to your financial well being
through ongoing financial planning

Ongoing financial planning provides the ability to work on issues as they rise to the top of your priority list while considering the impact each decision will have on the rest of your financial picture. As your life changes, so will your needs and there will be plenty of ways to improve your financial well-being over time. 

Financial planning software:









Financial Planning 101: Developing goals

I will help make your goals more tangible and achievable as a starting point.

Financial Planning 102: Getting organized

Getting organized is a great way to become in tune with your financial picture and identify next steps toward accomplishing your goals. The guided onboarding process and initial financial plan will have you feeling more organized than you may have thought possible.


Financial Planning 103: Getting the most out of what you have

Maximizing employee benefits, boosting income and reducing unwanted/unnecessary expenses can be a good way to leverage what you already have. I will review your balance sheet and cash flows in an effort to find ways to work toward your goals without making unwanted sacrifices.

Financial Planning 201: Protecting against setbacks


Managing emergency reserves, property and casualty insurance, disability insurance, and health insurance are all important considerations. There is a balancing act between allocating too many resources to the backup plan vs. not enough. I will help you decide what is the right amount for you and help you efficiently mitigate your risks.

Financial Planning 202: Putting your money to work

I offer sophisticated in-house investment portfolios that are geared toward making a positive impact and earning a competitive return. See the impact investing tab for more details.

Financial Planning 203: Protecting your loved ones

Implementing life and long-term care insurance can be good ways to make sure your loved ones will always be provided for in case of an unforeseen event. Additionally, completing an estate plan will help ensure everything is in place so your final wishes will be carried out. 

Financial Planning 301: Making the world a better place

I can help you develop a giving strategy that aligns with your values and complements your financial picture through tax efficiency. Additionally, the investment portfolios are designed to engage corporate management teams and promote responsible business practices that benefit people, planet and profits.

Financial Planning 401: Discovering financial wellness

Are you experiencing financial wellness? Take the Financial Wellness Quiz to see your results.

Financial Planning 501: Living your best life

Your best life goals will be our north star for making decisions and the inspiration for what will do together.