We can’t wait to hear from you.
Ready to book?
Contact me to schedule a free consultation to review your current financial position, objectives, concerns and/or questions. There is no charge for this meeting and it does not obligate you in ANY way.
I do not deal with proprietary financial products and I do not get paid by commission. I offer fee-only financial planning and investment management services.
Your assets will be held in your name, in your own account, at Fidelity Investments.
I believe that everyone, regardless of their income or wealth, should have affordable access to financial planning services. There are no minimum income or wealth requirements.
Our Process
We will review your financial and legal documents, your personal and family profiles, and discuss your future goals. We will then develop a financial plan that best fits your style and achieves your goals
Review your financial picture
We will put together an investment plan tailored specifically to meet your individual financial objectives and risk tolerance. Investments are not one-size-fits-all. We will match your investment objectives with the appropriate level of risk. Also, we will periodically review your investment plan and make changes as needed.
Design your investment plan
We will stay in touch with each other. We will have periodic discussions to review your overall financial picture as well as explore any changes needed to your goals or investments.
Transition your current investments
Deliver Reports to you
You will receive monthly and quarterly financial statements from Fidelity Investments as well as an annual report and annual tax summary. Quarterly performance reports will be available to you comparing the performance of your investments against appropriate benchmarks.
We will review your current portfolio item by item. Special care will be taken in mitigating the riskiest assets and aligning the portfolio as we agreed.