Services Intro

“Ideas without action are useless.”

Helen Keller


Step 1

Each of us is unique, with our own history, experiences and goals. The best way to help is to get to know you, where you are financially and where you would like to go and on what timeframe.

Step 2

From there we evaluate your existing assets such as retirement funds, homes, businesses and other elements. We take into consideration your existing lifestyle and prospective one to develop recommendations unique to you.

Step 3

After developing the recommendations we meet with you to review and create a sequenced action plan. As Helen Keller said so well nearly a century ago, “Ideas without action are useless.” We’ll help you put the plan to work.

Step 4

Finally, we recognize the only constant in life is change. Career change, children, retirement, the list goes on. We will work with you over time to update the plan and make adjustments, as necessary, to keep you on track to achieving your goals, as dynamic and expanding as they may be. We’ll help you live your life to the fullest.

Services – Quote 2

“Before anything else, preparation is the key to success.”

Alexander Graham Bell

Financial Services

Financial Services

Whether you are merely looking for a second opinion on your investments, a complete financial plan, or help to achieve another financial-life goal, I can assist you with weighing your options and ensure the wealth decisions you make today fit your long-term objectives. Further, as a CFP®, former software startup CFO, and private equity investor, I will help you make sense of the changing financial landscape along your journey.

Services Contact

Contact me today to see how I can help you

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