facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Where are you in your life?


Each client relationship begins with essential conversations about the key financial and personal matters they face. These conversations extend well beyond discussions about the markets, risk tolerances and investment philosophies to uncover the personal values and family dynamics that shape their most important goals and most pressing concerns.

Getting Started

In a one-on-one meeting we will conduct guided fact gathering in order to understand where you are today and where you want to be. We cover both the data-driven facts, as well as communicating your feelings, hopes and goals.

We discuss your questions and concerns with ideas on how we can work together to improve your financial well-being. Our first meeting is complimentary, with the goal of getting the conversation started and get to know each other. 

Click here for a list of suggested information to bring to your Initial Consultation

New Family Member  Photo New Family Member  Hover Photo

New Family Member

Congratulations on your new loved one! This is the start of new memories and experiences. Time is on your side and it’s never too early to start a plan.


Will my family be secure if something happens to me? 

How do I create a legacy for my children? 

How do I help a young adult establish a financial strategy? 

How much should I save for college? When should I start planning? 

How do I have financial discussions with family?      


Contact Us  to start the conversation

College  Photo College  Hover Photo


The tassel was worth the hassle! The essays have been written and the applications submitted. When the acceptance letters start rolling in, one of your key considerations may be the cost of the institution. We can help you see what expenses to expect pre/post graduation. 

CONTACT US  to start the conversation

First Job/Career Change Photo First Job/Career Change Hover Photo

First Job/Career Change

You've graduated college - congratulations! You are now ready to enter the professional world and start building your career. If you've received you first paycheck, you're in a perfect position to start saving for your dreams and retirement. Saving and investing early can help you pursue you short- and long-term financial goals. 

How do I help my recent college grad transition into the workforce? 

What is my employee benefit options?

How do I do a better job budgeting? How do I reduce my debt? 

What happens to my 401k when I change jobs? 

What are my options if I am laid off?

CONTACT US  to start the conversation

House  Photo House  Hover Photo


Home sweet home! Buying a home can be one of the most exhilarating - and stressful - moments of your life. Armed with the right information, you can shop for a house and close the deal with confidence. 

Should I rent or should I buy?

How much can I afford? 

How do I make myself more attractive to mortgage lenders?

What type of Home Owner's Insurance coverages should I buy?

When should I refinance?

Should I pay off my mortgage?

CONTACT US  to start the conversation
Marriage  Photo Marriage  Hover Photo


Now that the big question has been popped and the answer was yes, it’s time to put the wedding planning machine in motion.   Invitations, dresses, flowers, tuxedos, and cakes must be chosen and purchased to make your lifelong commitment special. Why do couples spend so much time and money on this one day, yet spend very little time preparing for the years to come? Money matters can be a sticking point for many couples.

Do we need a prenuptial agreement?

How do we manage our finances after getting married?

How do we overcome cash conflicts?

How do I have financial discussions with family?

How do I keep my records safe and organized?

How do I do a better job budgeting? How do I reduce my debt?

CONTACT US  to start the conversation

Divorce  Photo Divorce  Hover Photo


When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with many intended and unintended consequences. You have to worry about dividing property, pensions and retirement plans, and alimony and perhaps child support.  Getting divorced is an emotional roller-coaster. It also can be a real threat to you personal finances. Create peace of mind on how to come away with your finances intact after you go your separate ways.

I am getting divorced. What happens to my assets? Do I have to split my retirement accounts?

How does my budget change post-divorce? 

How do I manage costs during divorce? 

How should I deal with pre-divorce debt? 

Do I need to work longer because of my divorce?

What is my action plan once divorce is finaliezd?

CONTACT US  to start the conversation

Caring For a Loved One Photo Caring For a Loved One Hover Photo

Caring For a Loved One

What would happen if you had to suddenly take over management of your family member or friend? If the loved one is to fall ill or become incapacitated, someone has to take over paying bills and managing their money. 

How does Medicare work?

What is Durable Power of Attorney?

What should I look for in a care facility? 

How do I cope with Alzheimer's disease? 

What happens if I have to care for my parent? 

How to prevent and protect from Elder Financial Abuse? 

CONTACT US  to start the conversation

Retirement  Photo Retirement  Hover Photo


After years of saving and planning for retirement, you may be relieved and excited to realize you can finally afford to stop working. Careful planning in the months leading up to retirement can help you ensure a smooth transition from employee to retiree.

Will my money last through retirement? 

How do I create tax-efficient cash flow?

What are investment options in retirement? 

How will I pay for medical insurance and medical costs?

When should I start Social Security Benefits?

Since I am retiring soon, what do I need to do now? 

CONTACT US  to start the conversation

Estate Planning Photo Estate Planning Hover Photo

Estate Planning

An estate plan can help provide peace of mind for you, ensure that your loved ones are able to carry out your wishes and may help you reduce estate taxes and preserve more of your hard-earned assets.


What should I know about estate planning? 

How do I protect my estate from taxes? 

Can I provide for my favorite charity when I am gone? 

What will my survivors need to know? 

What are the differences between Wills and Trusts?

How to safeguard assets from spendthrifts after my death?

How often should I review my estate plan?

CONTACT US  to start the conversation