Find your Freedom
Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. I help you define that why and create a financial plan that lets you live out your unique vision of freedom.
Individual Process
.png){kind=small}
Discovery and Visioning
Impactful things are in motion from the moment you schedule your consultation. I have one purpose: to help you find your freedom. I will take the time to get to know you and your unique situation. I don't see you as a number – I will understand what makes you tick and what freedom looks like for you.
Document Deep Dive
A comprehensive look at your life and finances will help reveal where your priorities are and what changes can be made to get you closer to your version of freedom.
Personalized Proposal
After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.
.png){kind=small}
Plan Implementation
The process doesn’t end with the creation of your personalized plan. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear and unobstructed.
Services
Financial Planning
-
Private Wealth Management
-
Estate Planning
-
Written Financial Plans
-
Risk Analysis
-
Retirement Planning
-
Income Planning
-
Charitable Giving Plans
-
Fee-Based Planning
-
Wealth Transfer Planning
-
Education Planning
-
Multi-Generational Planning
-
Tax Planning
Risk Mangement
-
Life Insurance
-
Long Term Care Insurance
-
Disability Insurance
Investment Planning
-
Asset Management
-
Investment Risk Assessment
-
Portfolio Management
-
Portfolio Risk Management
-
Tax-Managed Investments
-
Separately Managed Accounts
-
Alternative Investments
-
Endowments/Foundations
-
401(k) and 403(b) Rollovers
-
Mutual Funds
-
IRAs
-
Stocks
-
Bonds
Client Services
-
Virual Meetings
-
Ongoing Education Meetings
-
Family Meetings
-
Client Education Meetings
-
Online Review Meetings
-
In-person Review Meeting