Generation X

Financial Planning for people born between the years

1964 - 1981

How I Help

Life has a lot of moving parts and is throwing a lot of choices at you.

 

I can help you with:​

Merging finances with your partner

Fortifying your budget

Managing your student debt

Career changes and goals

 

maintaining credit

 

Setting short and long-term goals

 

Major purchases

Understanding your behavioral biases

investing the right way

Maximizing your employee benefits

Planning for education for your children

Protecting the people you care about

Retirement savings and planning

Planning for  extra vacations

Long-term tax strategies

Investing in a second home

Preparing for the "what ifs"

Financial Planning

Financial Planning is the process of determining whether and how you can meet life goals through the proper management of financial resources. 

Financial Statement Preparation

Insurance Planning & Risk Management

Employee Benefits Planning

Investment Planning

Income Tax Planning

Education Planning

Retirement Planning

Estate Planning

For a more detailed explanation, check out the Financial Planning section

Investment Managament

Aside from developing a sound asset allocation based on your Goals, Risk Tolerance, and Investment Policy statement, I build portfolios based on What's important to you. 

Social

Smart Beta

Tax Sensitive

Core

For a more detailed explanation, check out the Investment Management section

Behavioral Finance

Events and markets cannot be controlled, but how we manage our reactions to them can be. Achieving results is about how we predict and manage our behaviors. 

For a more detailed explanation, check out the Behavioral Finance section