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<b>Wealth Management, Insurance and Planning</b>

Wealth Management, Insurance and Planning

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

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

  • Engage with a CFP® professional that has a fiduciary duty to put your needs first
  • Gain a better understanding of how to protect your income, assets and choices
  • Compare options for saving in volatile markets while avoiding common mistakes
  • Have control over what you are paying in fees and taxes

Additionally, we know how busy you are, so we will consolidate and organize all your financial information. When something comes up, we'll be ready!

WEALTH &#38; RETIREMENT&#160;<br />PLANNING

WEALTH & RETIREMENT 
PLANNING

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

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MODERN FAMILY<br />FINANCIAL PLANNING

MODERN FAMILY
FINANCIAL PLANNING

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

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PLANNING FOR<br />HEALTHCARE PROVIDERS

PLANNING FOR
HEALTHCARE PROVIDERS

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

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Take the first step...

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

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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!