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
Setting short and long-term goals
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 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
Income Tax Planning
For a more detailed explanation, check out the Financial Planning section
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.
For a more detailed explanation, check out the Investment Management section
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.
Financial Behavior Style
Financial Behavior Approach
For a more detailed explanation, check out the Behavioral Finance section