Financial Planning
I help clients understand their full financial picture, model scenarios, compare tradeoffs, and make decisions that fit their goals.
Investment Guidance
I explain investment choices in plain language, build context around risk and allocation, and help clients choose strategies that make sense.
Tax Strategy Conversations
I coordinate with CPAs, support tax-efficient decisions, and help clients see how planning, investments, and cash flow connect at tax time.
Estate Coordination
I work with estate attorneys to align documents, planning goals, and family needs so clients understand how everything fits together.
Cash Flow and Retirement Modeling
I build simple, clear models that help clients understand their options, timing, and financial flexibility.
Business Owner Planning
I help owners think through compensation, cash flow, and major financial decisions that affect both the business and their personal planning.
Major Financial Decisions
I help clients think through home purchases, lending options, education costs, liquidity events, and other choices with long-term impact.
