Introduction: We specialize in providing individuals and families affordable and tailored financial planning services, regardless of net worth, income level or assets. We are only compensated by you and not by investment firms, insurance companies, or others. Therefore, you can rest assured I am exclusively interested in your best interest.
We enjoy teaching and helping individuals and families. tailoring my approach to your specific need. We are very flexible. We can develop a fully coordinated plan, or just address your specific questions and concerns. We can handle all the details or coach you through each step. Our fees are flexible! We can work by the hour, per project, as a percentage of income or assets, or other arrangement - to suit your need.