FINANCIAL PLANNING PHILOSOPHY
PLAN. ADAPT. RELAX.™
Is your financial plan on PAR with your goals?
Together we develop a comprehensive Financial Plan to meet your unique goals, aligned with your values, risk tolerances, and financial constraints.
Life has a way of disrupting even the best laid plans. This is why we meet both regularly, and as your life circumstances change, and adjust your Financial Plan to adapt to your changing life and financial landscapes.
Stop worrying about the 'what-ifs' that keep you up at night. You have an Integrated Financial Plan in place, so relax, knowing a dedicated team of professionals is working hard to keep your plan on track.
My loyalty resides solely with each of my clients, and I have a fiduciary duty to my clients both as a CPA, and as a Financial Planner. While I will happily assist you in locating other professionals necessary to complete or update our engagement, I never accept referral commissions from other professionals. I am here to serve you, and you alone. I pride myself on my integrity, and care about each of my clients' success. I also pre-qualify all my potential clients, to ensure both an ethical and personal fit to ensure the most effective, long-term relationship based on mutual trust and respect.