I am a fee-only financial advisor.
My approach focuses on your goals and relationship with money. Think of me as your personal financial consultant.
I operate as a fiduciary, which means I give advice based on the best interest of my clients. Not all financial advisors work this way, so it's important for clients to know they're not going through the traditional financial planning process.
A lot of my work involves getting to know my clients, their goals, and where they are in life.
Once I have a good understanding of where you're at, I can craft a plan to help you take control of your finances.
We'll go beyond looking at just your investments. Together, we'll take a holistic approach to figuring out what you need to achieve your goals.
