Financial planning under the service of a CFP® professional has historically been viewed as something exclusive to the wealthy.

I am committed to making financial planning accessible to people of all income levels.

That is why my services and fees feature a Two-Tier Sliding Scale, based on income and debt.

Count Your Beans Calculator: How Many Beans?

I offer two primary services:

1.) A Comprehensive One-Time Financial Plan; and

2.)Ongoing Financial Planning.

Both services include the development of a customized financial plan, tailored to your specific, individualized needs.

We will meet twice monthly to identify & prioritize your goals and values, gaining a deep understanding of where you are & where you want to be.

With a clear picture painted, I will work alongside you and with other experts to help you reach your goals in accordance with your values.

Topics typically covered and addressed include:

Cash flow and Budgeting

Tax planning

Risk Management and Insurance

Investment planning (analysis and advice only, no assets under management)

Education & Retirement planning

Estate, gift, and wealth transfer planning

Charitable Giving

Elder planning