My Guiding Principles
Integrity and Reliability- I value being approachable, kind, and honest with my clients, ensuring they feel comfortable coming to me with any financial concerns. I am dedicated to delivering what I promised, following through on my commitments, and keeping my clients informed throughout the planning process.
Meaningful work – It is crucial that clients feel valued and understood as we build their financial plans. I strive to create a sense of comfort and well-being for my clients as we implement their financial plans. I want my clients to feel comfortable discussing all aspects of their financial life in order to provide a sense of security and well-being.
Service-Oriented Helpfulness – My goal is to relieve my clients’ financial stress by providing clear guidance and ongoing support, empowering them to focus on their passions and interests.
Active Education – It’s essential for my clients to have an in-depth understanding of their financial plans and investments. To facilitate this, I use various tools and resources to convey complex financial concepts and engage my clients in discussions.
Clarity and Communication – I prioritize prompt, clear communication with my clients to ensure a clear understanding of where they stand with each financial planning goal. I develop an agreed-upon communication plan, enabling clients to make timely and informed financial decisions.
Enjoyment in Adventure - My goal is to help my clients enjoy their lives and adventures to the fullest without any financial worries holding them back. I want them to create and tell stories. Practicing good financial behavior can provide an extraordinary sense of freedom and enable individuals to focus on what truly matters: quality time with the people that they love.
Continuous Improvement (Kaizen) – I built my business on the practice of continuous incremental improvement and striving to be a better person and financial planner daily. I have always been committed to learning, refining my systems, and evolving my practice to serve my clients better.
Financial Health and Wellbeing
Life is too short to be burdened by monetary concerns. The absence of a clear and actionable strategy is among the primary causes of financial stress. Much like physical well-being, financial health is essential to thoroughly enjoying our lives with loved ones. Financial wellness starts with a foundation of solid financial practices. I enjoy helping people work toward implementing sound principles and behaviors via a comprehensive goal-based financial planning process.
Let’s Work Together
Financial Planning
Starting at $2000 (set up fee)
$100 a month after the first year
Asset Management
1% annual fee for assets greater than 500k
1.25% annual fee for assets less than 500k
Fees may vary based on individual situations. Contact us to talk about your specific situation.
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