How
I Help
If you struggle with the following financial challenges,
I can help you:
- Set financial goals that are meaningful to you
- Develop a long-term financial plan to guide your decisions
- Determine how much you need to save for retirement
- Identify your retirement income sources
- Decide on the best ways to save for college for your children
or grandchildren
- Identify the best mix of investments for you to help you
reach your goals
- Create spending and savings plans to direct your cash into
the high priority areas
- Develop the best post-retirement income plan so you don’t
outlive your money
- Identify how much life and long-term care insurance you
need
My Approach
I am a fee-only financial planner. I don’t sell products
or take commissions or require that you to have a minimum number
of dollars to invest. I work with “do-it-yourself” investors
– people who want make their own financial decisions and are
willing to take responsibility for their decisions.
Financial Planning – It’s Not
About the Money
When I started thinking about being a financial planner in late
1999, I thought it was about investments, risk, retirement income
– dollars and cents stuff. I was wrong. After working as a
financial planner for several years, I realized that it’s
not about the money. It’s about making people’s hopes
and dreams come true and helping them to avoid their worst fears.
Money is part of the process. My financial planning practice focuses
on what you want to achieve. Then, we work together to find the
best ways to make your hopes and dreams become reality. |
