You, the client, are empowered to make decisions. Most people have a general idea of what they want to accomplish but don't know how to connect those ideas, goals and wishes with their personal finances to get there. You have real world goals and desires which have financial ramifications.
You're in charge ... I work in the background with you to guide you with how the pros and cons of choices may affect your decisions
Some clients want guidance and then want to do the rest on their own. Others want both guidance, and assistance, to be sure more is done behind the scenes automatically for them and their investments earmarked for their goals and desires ... most importantly, for retirement. The choice is always yours; I help you decide and can work with, and for, you.
The ultimate goal? To provide you meaningful insights and understanding into your own financial situation. Not so much what you already know, but from different perspectives into what you don't know and see YET. That's the purpose of better financial education. Here's just one example of a perspective for retirement planning for a couple that illustrates perspectives, insights and understanding: "What Are the Phases of Retirement?"
Do I work as a Fiduciary with you (my signed oath to do so)? Yes!
And, I am a Fee-ONLY Registered Investment Adviser (NAPFA Mission, Fiduciary Oath & Code of Ethics). Fiduciary 101. You may read about my Credentials, Registrations and More here, about various considerations that are important to find an adviser that works just for you.
Tell me and I forget. Teach me and I remember. Involve me and I learn. - Benjamin Franklin
I invite you to explore the tabs and their corresponding brief descriptions of how I may be of help to you and your financial plans and investing. Please come inside, to learn more how I may work for you, by visiting the various navigation tabs above and their links that may be of interest you.
I've designed the site where you can read it much like a short book that takes you through things so you don't miss anything through links to the next page towards the bottom of each page,
If you're seeking just education, then I invite you to visit my blog (clicking on blog link below) which has short articles on many topics relating to personal finance and other topics around it. Here is a post on how to find specific items that may be on your mind.
Please also see the Knowledge Center educational video library (by clicking on the Videos link below) for helpful insights to many things on your mind.
Here's my Customer Relationship Summary (CRS) ADV Part 3 What is this?
Fees and Conflicts of Interest are discussed and expanded further in ADV Part 2 Items 4 & 5
More information may also be found via the Disclosure link at the bottom of the page.
A broader discussion of fees and methods may also be found here.
Who, and how, I work with you
Knowledge Center Videos.
A thought leader in the profession with numerous peer-reviewed research papers.
Read our latest blog posts for up-to-date information on news, events and articles.