Introduction: I am a Bellevue-based financial planner. I work in estate planning/wealth transfer, retirement planning, tax planning, risk management, and business planning.
Money is a topic that most Americans avoid like the plague, but it is a subject that we all have to deal with. Nobody wants to be told about all the financial mistakes they have made in the past; all we really want to know is where we stand and the best moves to make going forward.
I help take the stress out of financial planning - giving my clients a clear roadmap to their financial success.