I help high-achieving professionals make smart money decisions.

Whether you’re starting a family, buying a home, managing a career change, saving for retirement, or all of the above, I’ll provide you with the financial guidance you need to design the life you want.

Financial Planning Request

Name

First Name

Last Name

Phone Number

(###)

###

####

Age

Partner/Spouse's Name (if applicable)

First Name

Last Name

Partner/Spouse's Email (if applicable)

Partner/Spouse's Age (if applicable)

Where do you live?

Marital Status

What do you (and your partner/spouse, if applicable) do for a living?

Do you have kids? If so, what ages?

Are you (and your partner/spouse, if applicable) a US citizen or permanent resident?

What is your household income (before taxes)?

Cash - Approximately how much cash do you have in the bank (checking, savings, CDs)?

Taxable Investments - Approximately how much do you have invested in taxable brokerage accounts (i.e., not retirement accounts like a 401k or IRA)?

Retirement Assets - Approximately how much do you have invested in 401k and IRA accounts?

Real Estate - Do you own or rent?

Debt - Do you have any debts? If so, how much and what type of debt?

Goals - What's on your mind? Please tell us a little bit about your top money concerns and priorities.

Service Type - Are you interested in ongoing or one-time planning?

Additional information

How did you hear about me?

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What to Expect

An Experienced Thought Partner

Drawing on my experience as a CFP® professional, author, and media commentator, I provide clients with dedicated financial guidance on either a one-time or ongoing basis, with a focus on using jargon-free language, robust analysis, and relevant personal examples.

That Weight Off Your Shoulder

Together, we’ll create a clear picture of your financial life, giving you the knowledge and confidence to make choices aligned with your goals — so you can focus on what matters most.

Flexible Support
Options

Clients can work with me on either a one-time plan, or on an ongoing basis (including asset management services) — enabling us to have a flexible relationship that reflects the level of support you want and need.

A Plan That Grows With You

For ongoing clients, I’ll stay connected throughout the year, adapting your plan as your financial situation changes. One-time clients can re-engage at any point for updates, keeping your plan relevant as life evolves.

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