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
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Business Taxes
- Career Change
- Estate Planning
- Corporate Finance
- Investment Management
- Government & Military
- Getting Divorced
- Employee Benefits
- Mutual Funds
- Insurance
- Job Loss
- Life Planning
- Retirement
- Succession Planning
- Sudden Wealth
- Nontraditional Households
- Personal Taxes
How Planner Charges
Considerations: I charge 1.5% for clients with less than $100K
1.25% $100-300K
1% $300K-1M
Fee decreases by 0.1% for each $1M
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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4800 Olson Memorial Highway
Suite 150
Golden Valley
MN
55422
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Select
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4800 Olson Memorial Highway
Suite 150
Golden Valley
MN
55422
|
|
Select
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4800 Olson Memorial Highway
Suite 150
Golden Valley
MN
55422
|
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