Otherwise known as comprehensive financial planning.
Join me virtually. No directions, no traffic, no parking.
Plan will align with your priorities; investments will serve your goals.
Includes: tax planning, insurance (risk management), employee benefits, education planning, retirement, social security optimization, budgeting, credit & debt management, basic estate planning.
Quarterly meetings for maintenance, monthly check-ins (as needed), additional consultations when financial circumstances change.
Always available by phone, email, or text.
I do not require you move your investments under my management but can provide that service. We use Vanguard funds as often as possible.
Hourly services are available for limited topics.
No sales pitch. No numbers.
Just conversation about what is going in your financial life.