How It Works.
Picking the right financial advisor can be a challenge - especially when services seem similar, fees are unclear, or you're not entirely sure what one actually does.
To make your decision a bit easier, I offer a free Financial Health Assessment as an opportunity to get to know each other, and evaluate if working together may make sense for you.
Here's what people are asking.
Choosing who to trust with your financial future is a big decision—one that shouldn’t be made after just a brief conversation. I don’t take that decision lightly. That’s why this process is designed to give us both an opportunity to evaluate whether working together makes sense for the long term. It’s educational and pressure-free, giving you clarity on how I can help before ever making any commitments.
They aren’t looking for a one-time plan but a long-term, collaborative relationship with an advisor who helps them adjust as life evolves. Whether it’s refining withdrawal strategies, adapting to new tax laws, or ensuring their portfolio aligns with their priorities, they value having someone who understands their unique situation and is focused on their long-term success.
• Retirement Planning – Strategies for converting your savings into a dependable income stream.
• Tax Planning – Opportunities to reduce taxes and avoid costly surprises.
• Investment Alignment – How your portfolio should align to support your retirement and tax plan.
Frequently Asked Questions
There’s no catch.
At larger firms, I saw how advisors were often pushed to prioritize quick sales, leading to cookie-cutter advice and surface-level relationships. That’s not how I want to work.
I’m focused on building long-term client relationships, and that starts with making sure we’re a good fit before either of us makes a commitment.
My goal is for this to be a valuable experience that gives you more clarity and confidence in working together.
Most people I work with are in their 50s or 60s, either nearing retirement or already there. They’re looking for a long-term advisor relationship to help make informed decisions as life evolves.
Some have worked with advisors before and felt like they were being sold products they didn’t need or want. Others have done things on their own but want a more structured, collaborative approach moving forward.
They’re often asking questions like:
- Can I retire comfortably?
- How do I turn my savings into income I can count on?
- Are there ways to reduce taxes and avoid surprises?
- What happens to my plan when life changes?
You’ll get a clearer view of where you stand and where there may be opportunities to improve.
We’ll cover:
- Retirement Income – How to turn your savings into a reliable income stream.
- Tax Planning – Ways to reduce taxes now and later.
- Cohesive Investment Strategy – How your portfolio can support your near-term needs, long-term goals, and overall tax plan.
There’s no pressure to make a decision right away. You’ll have time to review everything we discussed and decide if it feels like the right fit.
If we move forward, we’ll build a personalized retirement and tax strategy based on your goals, values, and what matters most to you. Your investments will be held at Charles Schwab, giving you access to a secure, well-established platform while continuing to work directly with me.
This isn’t a one-time plan or a set-it-and-forget-it approach. We’ll stay in regular contact and make adjustments as life changes or new opportunities come up. My role is to help you stay organized, informed, and confident about your financial future.
What's Next?
30 Minute Intro Call
Information Exchange
