About My Practice
We coordinate with clients from all income level to create a comprehensive financial planning through collection and impartial analysis of information on the factual and affective dimensions of a person’s total financial situation, identified the need and the establishment of specific financial objectives; and the formulation, implementation and continuous monitoring of a comprehensive plan to achieve them. Review investments, tax situation, income needs, and goals. Together with the client, we set and agree on the parameters under which accounts will be individually managed. Tax consequences are always taken into consideration. Balance taxable and tax-deferred accounts with the most appropriate types of investments.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.