Financial Planning Services
As an independent, Certified Financial Planner™ practioner, I work one-on-one with clients as a fiduciary, which means putting your interests first. Together we build a plan that sets you on the path to living life on your own terms. There are no products to buy, no sales pitches, just advice and planning. But a plan is only as good as the action it kindles. I will help you put your plan into action, and meet with you regularly to make sure that your plan is in sync with your life. That way, you can be confident that the decisions you make align with your financial goals, and with what's most important to you. My work centers upon working with women of all ages and their families, with a special emphasis on working with educators. I strive for clients to feel at home in our relaxed approach to a serious matter, your financial life.
"On Track" Comprehensive Financial Planning
Together we discover your deepest values and goals and develop a deliberate, thoughtful roadmap to reach those goals so that you can spend your short time on earth doing the things you want with those you love. This comprehensive planning process produces a written plan evaluating retirement goals, your investments, current and future cash flow, insurance, and a review of your estate planning documents. We meet over the course of 12 months allowing us time to create the plan and implement all action items throughout the year.
When creating a financial plan, we will consider the interrelationship of each of these important financial components, and take an integrated approach toward achieving client goals. Client and planner have a crystal clear action plan to complete throughout the year to acheive the goals they have defined.
"On The Spot" Hourly Financial Planning
This service is financial planning and advice on an hourly basis. We set a time to meet and immediately start working on the task at hand. This works well for clients needing a little unbiased financial advice or a second opinion in areas such as retirement readiness or savings and investing.