Financial Planning

Financial planning is about so much more than just investments and money. It’s about your lifestyle and relationships. It’s about your safety, stability, efficiency, and growth. It’s about securing your well-being, achieving your goals and dreams.

Please read my article The Financial Planning Pyramid Prioritizes Wealth Management for a wider view.

The CFP Board defines financial planning as “a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.”

The CFP Board is the authoritative governing agency of Certified Financial Planners™. CFP® professionals owe a fiduciary duty to clients. I officially completed my 6,000 hour experience requirement and became certified in December 2020. Please view my current CFP certificate. Learn about me.

Investment Adviser Representatives are licensed fiduciaries by the SEC and/or their state division of securities. Please view my current Investment Adviser Representative license (Series 65). Learn about my philosophy.

Certified Financial Planner CFP logo

Goals

It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path.

What it Means to be a Fiduciary

As fiduciaries, we ensure that the financial advice we provide you is objective and unbiased. Learn how we act in your best interest.

What We Do

Whether you seek to accumulate, preserve, or distribute wealth, our comprehensive financial planning process will align strategy and success.

Page Last Updated 02/26/2021

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