Strategic planning for a life well-lived.
Creating a financial path that supports your goals today and adapts for tomorrow—covering everything from investments and retirement to taxes, risk, education, and estate planning—all within a cohesive, unbiased, highly personalized strategy.

Evidence-based portfolios built around you.
Designing and managing investment strategies tailored to your goals, time horizon, and risk tolerance—supported by the security, technology and global resources and capabilities of Charles Schwab as custodian.

Turn your savings into lasting income.
Developing a strategy to allow you to transition from accumulation to distribution, sustaining your lifestyle, minimizing taxes, and reflecting what matters most to you.

Minimize tax drag. Maximize opportunity.
Building forward-thinking strategies to optimize after-tax results across income, investments, and withdrawals.

Fund the future without sacrificing the present.
Crafting smart education funding strategies while keeping your broader financial picture in balance.

Protect what matters most.
Assessing your current coverage and identifying opportunities to strengthen your financial safety net.

Preserve your legacy with intention.
Helping you make informed decisions around wills, trusts, and beneficiary planning, and coordinating with estate planning attorneys when necessary.

Health is wealth.
Guiding you through healthcare coverage options, including insurance, Medicare, and long-term care planning, to ensure your financial strategy supports your health and well-being at every stage.

Give with purpose and impact.
Designing philanthropic strategies that reflect your values while maximizing both generosity and tax-efficiency.

Navigating through life’s financial crossroads.
Providing steady guidance through life’s transitions—career changes, home purchases, relocations, inheritance, major life changes, or moments of uncertainty—so your decisions stay aligned with your long-term goals.

Aligning your money with what matters.
Developing a sustainable spending and savings approach that supports your goals, reflects your values, and builds financial resilience.

Home decisions with long-term vision.
Analyzing home purchases, mortgages, refinancing, rental properties, buy-versus-rent scenarios, and real estate as part of an investment strategy—all within the context of your overall plan.

Because life—and plans—evolve.
Regularly reviewing your financial plan to reflect life changes, market shifts, and evolving goals. We'll make timely updates and course corrections to help keep you on track and aligned with what matters most.

Focused solutions for specific financial needs.
Whether you're seeking advice on a single financial decision, need a review of a specific area of your finances, or want targeted guidance for a life transition, I offer solutions tailored to your unique needs—without requiring a full-scale commitment to comprehensive planning or management of your assets.