FINANCIAL PLANNING

Let’s build a financial plan for you that is actionable and achievable

I provide financial planning that is understandable, unbiased, and trustworthy. My planning process encourages you to take a mindful approach to your finances, focusing on your present and future goals.

My services include:

  • Spending, saving, and budgeting – developing sustainable financial behaviors to ensure you achieve your financial goals
  • Retirement review – assessing and rationalizing your investment accounts, rolling over and combining 401K and IRA retirement accounts, timing conversions from pre-tax to Roth IRAs, determining if annuities make sense
  • Investment guidance – determining your risk tolerance and asset allocation, including use of tax-free bonds, low-cost mutual funds, selecting appropriate investments for retirement accounts, and minimizing investment expenses
  • Financial projections – forecasting your future cash flows to ensure you are on track financially
  • Divorce-related financial planning – developing financial literacy during and after divorce, both to ensure a fair settlement and to provide guidance in adjusting to new financial realities after it is completed
  • Financial advisor assessments — an independent evaluation of your financial advisor that assesses the fees, expertise, and investment strategy of your advisor
  • Financing college and graduate school – determining an affordable level of student loans, understanding income-dependent repayment plans, and moving forward with an optimal repayment strategy

The fee is $350 for 90 days of financial planning guidance. Alternatively, a single consultation is available for $120 per session. I do not sell other products or services nor receive compensation from other sources.

I also offer workshops in various financial literacy topics. Learn more here.

Are you ready to create your financial plan?