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:
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.
Will you outlast your savings? Can you weather the storm? We can help you find out.
We specialize in serving the unique needs of LGBTQ & blended families.
Years of experience have prepared us to guide you through important financial decisions.
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.
We will never share or sell your information. Emails are sent twice a month, on average, and you may opt out at any time.