How May I Help You?

As an independent, fee-only financial planner, I can help you with many aspects of your financial life. People often ask me, “what do you do?”  That’s a great question! Here is a short example of what I do, and how I can help you:

  • craft an investment strategy
  • review and strategize for your 401(k) plan (should you roll it over to an IRA?)
  • prepare an asset allocation
  • plan for retirement
  • help with an inheritance
  • analyze insurance needs
  • plan for college
  • real estate decisions
  • analyze and advise on life transitions 

A decision for each of the above financial situations is more than just dollars and cents. Emotion may play a part in the approach you take to resolve your situation.  Injecting your emotion into a decision can be helpful, or it can be a hindrance, and getting an unbiased answer could save you both money and your sanity! I can be that sounding board for your emotions and assist you with taking the best financial approach possible for your situation. 

If a decision affects your prosperity, I can help. As a fee-only financial planner, I am not selling you a product so your best interest comes first. If you are making a transition, struggling with a financial issue, or wanting to get started on a goal that requires decisions affecting your money, give me a call or send me an email.  As an independent CERTIFIED FINANCIAL PLANNER™, I can help you make difficult financial decisions. Contact me and let’s get started. #talktometuesday #getstarted #HowIcanHelpYou