Financial Planning

As a CFP® professional, I received the personal satisfaction of obtaining the certification so that I may help my clients fulfill their financial goals. 

My CFP® mark distinguishes me among my peers in the financial service industry as it shows that I have voluntarily met rigorous requirements of education, examination and experience and abide by CFP Board’s Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places my clients’ interests first.

CFP Board enforces the professional standards for CFP® professionals like me, and misconduct leads to action by CFP Board that can include a letter of admonition, suspension or revocation of CFP® certification.

Financial Planning Services offered include comprehensive and customized solutions. 

Comprehensive Financial Planning key topics include: 

• Budgeting and Cash Management
• Education Planning
• Risk Management & Insurance Planning
• Investment Planning
• Tax Strategies
• Retirement Savings & Employee Benefits
• Estate Planning & Trusts

Customized Financial Planning allows a client to hire a CFP® professional for a specific financial topic.  Topics may be broad (i.e. Investments, Retirement, Estate Planning) or have a narrower focus (i.e. Student Loan Repayment, Home Ownership, Social Security Strategies).