Sep 4, 2021
If you’re not charitably minded and would prefer NOT to help people, then you can stop reading now as this post is about how best to donate to worthy people and causes.
Financial Life Planning and Wealth Management for
Veterans • Military Family Members • Tech Professionals
What Is Financial Planning?
Financial Planning is defined as a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances.
We begin with the end in mind. We start with understanding your values as these will shape and refine your goals and the vision for your ideal life. Then, we work together collaboratively to develop a comprehensive financial plan to navigate and achieve that best and full rich life.
We look at the entire financial landscape and work methodically to include planning for retirement, saving for education, real estate, desired future goals, life-time tax management to prevent overpayment, risk management and protection to include your insurance and estate planning needs.
Who We Are:
Fee-only: Straight-forward fixed fee. No commissions. No product sales.
Fiduciary: Legally bound to always put your interests first.
Certifications: CFP®, ChFC®, & MQFP®
Veteran-owned and operated
Your Fee-Only Fiduciary
Having served 25 years in the military, a duty of service has been instilled in me at my core. As a fee-only fiduciary financial advisor, I am committed to providing transparent, unbiased financial guidance tailored to your unique needs. Unlike traditional advisors, I charge only through straightforward fees—whether hourly, project-based price, or fixed price for ongoing comprehensive planning—ensuring our interests are fully aligned. My fiduciary duty means I am legally and ethically bound to always act in your best interests. We know personal finance is “personal” and we deliver strategies and recommendations that are personalized to help you achieve your financial goals with confidence and clarity.
