Revolutionize your portfolio.

I utilize an approach that is tailored to you. This process is all about you and what you need. The 4 basic steps are:

Let's Get Real: Sometimes people don't seek financial advice because they don't want to get financially "naked". Maybe they are embarrassed by past mistakes or just disorganized. You don’t have to be perfect; you just have to start somewhere. What lessons about money have you learned the hard way? What is the dynamic with you and your spouse when it comes to managing money? How do you want this to change? What are your goals and what is important to you? Let's find out.

Let's Get Organized: You are a busy working professional. Maybe you are balancing a career with taking care of your little people and barely have time to organize your closet. You have no idea where last year's tax return might be or where the password to your on-line 401(k) is. You don’t have 3 hours to find every piece of paper to bring to a meeting at an office across town. Let's meet where you are (even if that’s virtual) and we will get organized together.

Let's Craft a Plan: Decisions are hard. And financial markets are confusing. We can work together to analyze and evaluate your unique financial situation. I’ll develop recommendations for both your everyday decisions on emergency savings and expenses as well as for the big decisions like retirement and college savings. Let's boost your confidence level when it comes to managing money. And talk about it plain English – no jargon.

Let's Be in This Together: Things change. Life zigs instead of zags. We can meet as often as you like to monitor your plan or change it if life takes you down a new path. Ask any questions you have. You’ll have my cell phone number. Let’s do this.

I charge an upfront deposit plus a quarterly fee negotiated based on the complexity of your situation.

Our Form ADV provides more information about our services, fees and investment risk. The terms of our engagements are detailed in a financial planning agreement entered into with each client. All services and fees are subject to change.

I am an independent, fee-only advisor that strives for a strong alignment of interests with my clients. I aspire to provide clients with world-class, evidenced based investment management that is focused on facts and not emotional reactions.

Evidenced based investing is simply getting out of our own way and using historical facts and data to influence your investments, instead of fear or greed. My discretionary portfolio investment management services provide clients with a cost-competitive way to participate in global markets that is free from conflicts of interest.

A negotiated percentage of your assets depending on the size of your portfolio.

Our Form ADV provides more information about our services, fees and investment risk. The terms of our engagements are detailed in a financial planning agreement entered into with each client. All services and fees are subject to change.