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"There are those who look at things the way they are, and ask why... I dream of things that never were, and ask why not?” –Robert F. Kennedy

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Fee Only Financial Planning


“It's never too late to be who you might have been.” -George Eliot



My Beliefs

  • Financial planning is a continuous, life-long process focusing on the steps that lead to financial freedom and peace of mind.

  • A financial planner must be independent, objective, holistic and must yield benefits in excess of the cost.

  • A financial planner should support & accommodate the changes in your life.

  • A financial planner should educate you about your issues and choices and make specific recommendations that are easy to implement.

  • A financial planner must continuously update her/his education and knowledge to provide you with the best advice for your situation.

  • A financial planner should sell no products and accept remuneration only from clients in order to avoid any conflict of interest.

  • A financial planner must maintain a network of other competent and sensitive professionals with whom to confer and refer clients if necessary.

  • A financial planner must execute work for clients in a timely manner and maintain all information in the strictest confidence.


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