Thanks for visiting!
I hope that you will find this to be the home for your financial planning needs and the beginning of a long lasting relationship. As an independent, fee based Certified Financial PlannerTM professional, I can help you with a plan to achieve your financial goals. This is where you will find a relationship that will last you through all of your life cycles and someone who speaks in terms you will understand. I want to work with you and grow with you so that 30 and 40 years down the road you can say that our relationship was one of the most valuable relationships in your life.
Follow us on social media:
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Five phases to changing unhealthy behaviors.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you explored all your options when it comes to managing your taxable income?
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
Making the most of surprises is a great reason to work with us.