Services

my services

about my practice

Confident planning for your future

I follow a trusted 7-step financial planning process that’s built on clarity, care, and personalized service.

I begin by truly understanding your unique personal and financial circumstances, then help you define meaningful goals. From there, I analyze your current situation and explore the best course of action tailored to your needs. I will develop and present thoughtful financial recommendations.

Whether you’re preparing for retirement, managing investments, or creating a legacy, I am here to guide you every step of the way. Let’s build a future you can feel confident about—together.

Fee-Only

I do not accept commissions, referral fees, or compensation of any kind based on selling financial products.

Fiduciary

I put your best interest first.

Process

We will follow the 7-step financial planning process.

Networks
  • Garrett Planning Network
  • Measure Twice Planners
Keep it Simple

I avoid financial jargon and unnecessary complexity.

Investment Approach

Long-term, strategic, passive. I do not believe it is possible to “beat the market.”

Comprehensive Financial Planning
  • Retirement Planning
  • Income Tax Planning
  • Insurance Planning
  • Estate Planning Investment Planning

service offerings

Option 1: Comprehensive Financial Plan

Estimated at $4,000- $5,000*

We will review all aspects of a healthy financial plan: retirement planning, income tax planning, insurance planning, estate planning, and investment planning

Option 2: Multi-Purpose Project

Estimated at $1,600- $4,000*

Covers multiple topics or goals. For example, “How can I meet my goal to retire at 60 and fund my children’s education?”

Option 3: Single-Purpose Project

Estimated at $800-$1,600*

Focus on one topic area. For example, “How do I invest my 401k?”

Simple and Transparent Pricing

10% due upon Agreement execution

45% due at mid-point of engagement

45% due on delivery of final plan or project

Full engagement length

3-6 months

popular topics

• Cash Flow, Net Worth, Liquidity

• Investment Analysis

• Retirement Income Planning

• Education Savings Planning

• Tax Strategies

• Charitable Giving

*Projects are quoted based on complexity and the number of hours required to complete the project

schedule afree consultation

what to expect

phase i

Intro and Define Scope

 

  • Meeting #1: Introduction

  • Advisory Agreement with Privacy Policy- requires signature

  • Engagement Letter – requires signature

  • Brochure – ADV Form Part 2

initial payment

10%

phase i i

Data Gathering and
Analyze Current Situation

 

  • Document Checklist 

  • Set-up Access to Right Capital 

  • Upload documents to Right Capital vault and input information to Right Capital 

  • Meeting #2: Present Analysis of the Current Course of Action and Alternatives

mid-point payment

45%

phase i i i

Financial Planning Recommendation

 

  • Meeting #3: Present the Financial Planning Recommendation

  • Discuss implementation plan as this will be the client’s responsibility

  • Discuss any interest in a follow-up engagement as monitoring progress and reaching out for an update to the plan will be the client’s responsibility.

final payment 

45%

* Expect email communication. This is the preferred method for all communication. Unlimited email communication for the 3-6 months we are working together.

schedule afree consultation