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

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

To accommodate all income levels, I have implemented 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.

Project-based planning is also available.

For comprehensive financial plans, our first work is 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 achieve your most important 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