Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Annuities
- Buying a Home
- Career Change
- Asset Allocation
- Corporate Finance
- Disaster Recovery
- Investment Management
- Estate Planning
- Employee Benefits
- Getting Married
- Mutual Funds
- Insurance
- Job Loss
- Life Planning
- Startup
- Retirement
- Stocks & Bonds
- Succession Planning
- Starting a Family
- Medical & Health Issues
- Sudden Wealth
How Planner Charges
Considerations: I work with clients on an hourly or annual retainer for the financial planning relationship. This is based on the complexity of the client's situation and agreed upon at the beginning of an engagement.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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3110 Magazine St
Ste 203
New Orleans
LA
70115
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Select
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3110 Magazine St
Ste 203
New Orleans
LA
70115
|
|
Select
|
|
3110 Magazine St
Ste 203
New Orleans
LA
70115
|
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