Broker Check

Financial Advice for Every Stage in Life

Holistic Financial Plan

Holistic Financial Plan

Need to calculate your anticipated costs over time? 

This plan includes analysis of:

  • Cash flow and net worth
  • Risk management and insurance
  • Investment review
  • Retirement planning
  • Tax strategies
  • Estate and legacy planning

Our team will provide personalized recommendations using our interactive Personal Financial View client portal. We can create "what-if" scenarios and coordinate with your attorney or accountant, as needed. 

Most Appropriate for:

  • Household income above $100,000
  • Multiple savings and investment accounts
  • Families with a complex structure 
Learn more
Investment & Retirement-focused Financial Plan

Investment & Retirement-focused Financial Plan

  • Identification of retirement objectives
  • Review of income sources and living expenses
  • Analysis of savings and investments

Our team will provide personalized retirement and investment recommendations using our interactive Personal Financial View website, including "what-if" scenarios as needed. You can implement strategies with the companies of your choice.*

Most Appropriate for:

  • Household net worth above $250,000
  • Multiple savings and investment accounts
  • Retirement-focused objectives

Foundational Financial Strategies

Foundational Financial Strategies

  • Identification of your objectives, priorities and risk tolerance
  • Cash-flow analysis and creating a budget
  • Reviewing options to start saving
  • Establishing protection strategies, such as life & disability insurance and emergency savings

Most Appropriate for:

  • Anyone wanting/needing guidance around financial basics
  • Starting fresh after a major change such as a marriage or divorce, but without major complexity

* Fees will vary with the complexity of your personal financial situation. Implementation of specific products or services may result in commissions or fees out-side of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees. Strategies may be implemented as desired with the companies of your choice.

Investment Management

Investment Management

  • Analysis of savings and investment accounts
  • Discussion of objectives and risk tolerance
  • Personalized portfolio design
  • Impact investing (SRI/ESG) available
  • Assistance consolidating accounts as needed
  • On-going monitoring and reviews
  • Includes a Personal Financial View website

These investment services utilize advisory accounts with fees charged as a percentage of managed assets.

Learn more
Product Solutions for Strategy Implementation

Product Solutions for Strategy Implementation

  • IRAs / 401(k) Rollovers
  • Life insurance (term/whole/variable)
  • Disability insurance
  • Long Term Care insurance
  • Annuities & income strategies
  • We begin with a complimentary initial consultation
  • Product sales include a general financial analysis
  • Clients receive an annual account or policy review

We typically get paid via a sales commission on product sales for transactional business, which may or may not be in conjunction with other planning fees, as applicable. 

See our Service Menu

Ready to schedule an initial complimentary consultation with me?

Click below to review my calendar and book an appointment:

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

Sign up for our newsletter to learn about: hot topics, FAQs, tips, updates, and important reminders.

We will never share or sell your information. Emails are sent twice a month, on average, and you may opt out at any time. 

Subscribe to the Planning for Good Newsletter

* indicates required