What services do you offer as a financial planner?

Services are designed to address the most frequent questions asked by those we help best, such as: How can I be confident I actually have enough to retire? What are the best sources to replace my income, tax-wise? How do I evaluate my investments? What amount of risk is right for my situation?

A new client project usually begins with a financial checkup, second opinion project, or a full lifestyle plan.

Established clients may engage as-needed: from brief consultations up to full plan updates.

Some clients return every year. Others schedule a consult whenever life changes happen, such as pre-retirement, retirement, death in the family, health issue, or birth of a child or grandchild. An ADV disclosure brochure with more details on the scope of services and fees for each project type can be found at the bottom of each page of this website.