Investment Advice & Financial Planning Services
I'm an Investment Advisor who provides financial advice and planning, portfolio advice and management, wealth management, and asset management to those who care about their financial future. I work with clients of all ages in a fun and accessible way. Plus, I'm not your stereotypical financial planner. Want to learn more? Click here
What's important to you?
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Retirement
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Education
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Legacy
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Investment Strategy
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Portfolio Customization
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Risk Analysis
Not sure what any of this means? How about this...
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You seek financial knowledge; and/or a person with such knowledge
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Are you maximizing your current financial situation
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You need insurance but not sure of what kind or where to start
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You know what you want but you're not sure who to contact
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You want a better understanding of your current investments
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A 401(k) allocation that fits your risk tolerance and time horizon to meet your retirement goals
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A plan to reach financial goals, like saving & paying for college, building your dream home, or taking a vacation
All of these services are based on your specific objectives, goals and financial situation. Financial Planning Services may also include tailored investment advice.
Contact me now to set up your FREE strategy session to find out how I can help you!
What's included in our Financial Planning Services?
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90 Minute initial meeting either in person, over the phone, or via Google Meet
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60 Minute follow up meeting to deliver recommendations written in plain english
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60 Minute follow up meeting every 3 months to help you stay on track to reach your goals
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Easy to understand recommendations and action steps
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ME! A real person to reach out to. Ask questions. Receive answers. Discuss solutions.
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Investment advice may include an additional cost.
What will all this cost me?
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Initial Strategy Session = $0
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Become a client = one-time $1,000 fee for any individual or $1,500 for a family or business; any additional advisory/management fee will be specifically customized to you!
All of my fees are negotiable. Most likely your cell phone bill totals more than my fee. Prioritize. If you're worried about the cost, consider the cost of doing nothing and the possibilities of never realizing your dreams.