Beyond portfolio management, we provide a comprehensive financial roadmap through ongoing strategic and practical advice, experience, discipline, and an eye on the big picture, so that you stay on track with your financial goals.
Young Professional? I can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.
Business Owner/Entrepreneur? Whether you're in the start-up phase or running a successful, mature business, I can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.
Sandwich Generation/Caring for an Aging Parent? Let me meet you where you're at to understand your parent's ongoing needs and wishes, and use planning and professional guidance to manage the emotional and financial stressors so often experienced, so you can all can focus on what is important.
Living with a Disability or Caring for Someone with a Disability? I can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.
Pre-or Post-Retiree? I can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secure for the future.