Future Perfect Planning, LLC

I’m committed to showing young professionals how a partnership with an advisor can work for them, and how they have the tools and capability to take control of their finances. My aim is to educate, not just give advice or recommendations. Today’s new graduates and young professionals are facing a very different financial landscape from their parents – much higher student loan debt, a nonstop stream of financial news, the memory of a crisis many families haven’t quite bounced back from – and so need a different kind of advisor.

Financial planning is sometimes thought of as something you have to do yourself – because advisors are “only for the rich” – or conversely, something you give up control over because it’s so complicated you can’t possibly understand it. But there’s a better way – developing a relationship with someone committed to being your steward and coach as your financial life unfolds.