Flat-fee, advice-only CFP® with 18 years of experience — no commissions, no AUM fees.
- Insurance/Risk Management
- Investment Planning
- Retirement Planning
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CFP® making financial planning accessible, empathetic, and joyful.
- Career Change
- Divorce
- Engagement/New Marriage
Advice-only planner specializing in tax, estate, and business planning — including work with neurodivergent professionals and families.
- Death of a Spouse
- Starting a Family
- Estate Planning
Advice-only practitioner with deep investment expertise and a Thunderbird MBA.
- Inheritance
- Sudden Wealth
- Insurance/Risk Management