I know, I know - Financial Planning sounds a bit boring.

But, what if I told you that a financial plan can mean retiring early, retiring comfortably, and getting to live your life in the meantime?

As a Certified Financial Planner, I combine Tax Planning, Estate Planning, and Retirement Planning all into one so that you know that your whole financial picture works together to be as efficient and effective as possible. Oh, and I LOVE doing it.

RETIREMENT PLANNING

What does retirement look like to you? Do you have plans to travel or buy a cabin in the woods to spend your summers? Whether you're well on your way to saving for your dream retirement or just starting out, we'll take a look at where you are, where you want to go and make a realistic and tangible plan to get you there.

TAX PLANNING

I want to make this simple - I'll make sure that your financial picture is as tax efficient as possible. If this means working hand-in-hand with your accountant, no problem.

ESTATE PLANNING

The way your will and estate are set up can make a world of difference in the amount of tax paid as well as the amount of paperwork that your loved ones will have to do after you're gone. As part of your Financial Plan, we'll look at how your estate is set up and how assets will flow to your loved ones.