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Want to find balance between spending today and saving for the future?

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FAQ'S

Set up a free consultation and we can discuss your unique situation. I will provide a quote after our call.

I started working in the financial planning profession in 2016 and directly with clients in 2017. I am a CERTIFIED FINANCIAL PLANNER™ professional. I also have an MBA.

It depends. Are you going through a transition (getting married, buying a home with your partner)?  If not, I can offer you recommendations for other financial planners who might be a better fit. (napfa.org)

It depends. Are you going through a transition (getting married, buying a home, have a kid(s) under age 12)? Do you plan to retire in 10-15 years? If you are planning on retiring sooner, than someone who solely focuses on pre-retirement might be a better fit. I can offer you recommendations for other financial planners who might be a better fit. (napfa.org)

It depends. Do you have a significant other? Are you involved in a serious relationship? 

My pricing and services are geared toward specializing in working with couples and families. I can offer you recommendations for other financial planners who might be a better fit. (napfa.org)

I will connect you with others in my network and they will charge you separately for their services, I don’t receive a commission or compensation for this. If I did, I wouldn’t be a fee-only financial planner. This means that I am a fiduciary and I act in the best interest of our clients. I don’t sell any products or receive any commissions for the financial planning services.

We sign an agreement for a 12-month commitment, however, if you don’t feel like it is a good fit, you can quit at any time. Fees will be prorated for the current time period.

Set up a free consultation and we can discuss your unique situation