Financial Planning & Business Consulting

If you need help wrestling with a particular financial question or need soup-to-nuts comprehensive financial planning, I can help. Depending on client goals and financial picture, I can work on a fee-only basis (ie hourly or percentage of assets), commission-only or a combination of fee and commission. Clients have sought my help on a variety of topics including:

· Investment analysis
· Cash flow analysis/budgeting
· Insurance review
· Debt management
· Retirement planning & projections
· Efficient tax strategies
· College Planning

I attempt to view a client’s financial plan holistically, examining every aspect of the client’s finances to make sure each part works in harmony with the others to potentially maximize wealth, minimize taxes and inefficiencies, and reduce risk.

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