Our Story

Your Partners Through the Unpredictable

While retirement planning and divorce planning have always been my focus, my knowledge in financial planning after a death in the family came naturally after I experienced first-hand the many decisions and challenges involved in such a devastating, life-changing event.

I experienced not one, but two, traumatic deaths in my family. Both of these deaths came with their own unique responsibilities: one required transitioning an estate from a joint estate to an individual estate, while the other involved helping a mother and children transition after their father’s death.

Neither of these experiences were easy to endure and navigate on my own, but they did provide me with invaluable insight into the steps each family must take to secure their family’s future, as well as their loved one’s legacy.

Our Approach

Effective Game Plan

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.

Advice in Common Language

It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.

Straightforward Fees

You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.