About me
Experience and Training
- I am a Financial Planner with nearly 20 years of experience in the industry, having worked with hundreds of clients across multiple institutions. My business is dedicated to providing unbiased financial planning — I do not sell investments, insurance policies, or credit cards. My focus is on delivering in-depth analyses to help you determine whether you have enough for retirement and, if not, what adjustments can be made to get you there.
The plans I create are designed to provide peace of mind about your financial situation, and you can rest assured that I’m not doing it for a sale. My goal is to provide you with the best, most thorough plan possible.
I hold the Certified Financial Planner (CFP) designation, which ensures I adhere to a strict code of ethics, have passed rigorous examinations, possess extensive experience, and continue ongoing education.
Why Choose Us:
- 100% Remote Service: This allows me to offer flexibility for meetings, even outside regular business hours, and to work with you efficiently.
- Affordable Plans: Unlike many firms, you don’t need a million-dollar portfolio, nor will you have to pay $7,000 - $10,000 or more for a plan. In most cases, I can create a comprehensive plan for less than $1,500.
- Experience: Certified Financial Planner since 2010