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Enjoying the Nature

Process

Financial planning doesn't need to be complicated. For ongoing wealth management clients, my process is designed to understand where you are, identify where you want to go, and turn that into a clear plan we can put into action together.

Financial Goals Conversation

Conversation about what prompted you to reach out, what you’d like help with, and whether working together makes sense.

Schedule a Call

Meet and Make a Plan

Review your goals and financial picture to build an action plan.

Questionnaire

Make it Happen

Put your financial plan and investment recommendations into action.

Sample Proposal

Take Care of It

Ongoing investment management, monitoring, and guidance.

Sample Quarterly Review

Even More

Ongoing financial and tax planning as life changes.

ROTH Conversion Analysis
Looking for Planning Without Investment Management?

Not everyone needs or is ready for ongoing investment management. If you're looking for financial guidance without moving or managing your investments, I also offer one-time financial planning and tax planning services to help answer specific questions and give you a clear path forward.

Planning for Retirement?

Retirement brings a whole new set of decisions. When to retire, how much you can comfortably spend, when to take Social Security, which accounts to draw from, and how taxes fit into the picture. See how we bring all of those pieces together into a retirement plan built around the life you want to live.

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