A fiduciary is someone who must act solely in the best interest of another at all times. As your financial planner I will sign a Fiduciary oath to you. Fiduciary trust means I can’t ever suggest something that benefits my business over your success.

There’s no minimum investment required to work with me. I’ve structured my fees in a way that tries to make fiduciary financial planning accessible to people who may not already be financially independent.

I believe in transparency. For a detailed break-down of my fees please go here.

By getting organized and evaluating your repayment options we will determine the best strategy for you. Once we build a plan, I’ll help you monitor your progress, especially if you are in a loan forgiveness program such as Public Student Loan Forgiveness (PSLF).

First, we’ll spend time identifying what’s important to you, where you currently stand financially and create a specific roadmap to help you live your best life. But that’s just the beginning. You’ll get on-going access to me via phone and email for all your questions, 2 meetings per year (in-person or via videoconference), online financial portal that gives you real-time access to your financial plan and accounts, a secure document vault, professional investment management for your assets, coordination with your other trusted professionals (i.e. CPAs, Attorneys, Trust Officer, etc.)

Yes, for clients who want socially responsible investing (or ESG Investing) I can help you. I do not create heavily screened portfolios of individual stocks, but I am happy to help you implement your investment strategy in a way that aligns with your desire to create a better world.

I find most clients have a better experience if they choose ongoing advice. However, if you want to go it alone I can give you a map. I do not require my planning clients to work with me on an ongoing basis or sign annual contracts.