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Planning During COVID19 - ALERT

Thank you for visiting our site. Please note that while we are observing physical/social distancing, Planning for Good will be available by phone, email and Zoom online conferencing. Be assured that we can still process requests remotely. Visit our Contact Us page for details.

Contact Us

Wealth Management, Insurance and Planning

If you want the peace of mind of having financial security, with a plan and a partner by your side, take advantage of our simple process:

  • Work with a CFP® professional that has a fiduciary duty to put client needs first
  • Learn how to protect your income and assets
  • Compare your options for saving in volatile markets
  • Ensure your loved ones are provided for should you die prematurely
  • Avoid making common mistakes when investing
  • Understand what you are paying in fees and taxes

We consolidate and organize all your financial information, so when something comes up, we'll be ready!

While we serve a diverse population, my practice specializes in financial planning for healthcare providers, business professionals and the LGBTQ community.


Protecting yourself and your loved ones in the event of an unforeseen circumstance.

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Will you outlast your savings? Can you weather the storm? We can help you find out.

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We specialize in serving the unique needs of LGBTQ & blended families.

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Years of experience have prepared us to guide you through important financial decisions.

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Take the first step...

Book a complimentary initial consultation to learn if we're a good fit.

At the very least, you'll get a second opinion. If we choose to work together, you'll have a new partner on your road to financial security! 

You can find my bio here, to learn more about my background and training.

Schedule An Appointment

Not quite ready to schedule an appointment but want to learn more about what we do?

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Diversity and Inclusion Commitment

Our team takes pride in embracing the benefits of diversity, at all levels.

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.

We look forward to collaborating with you!