Deliberate Finances
I help early inheritors confidently reimagine their financial futures.
Deliberate Finances is a fee-only financial planning firm specialized in working with early inheritors, helping to make sense of the new money and life situation you may unexpectedly find yourself in.
Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: too many people feel overwhelmed with their finances, always wondering if they’re making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions.
So I changed careers, first earning a certificate in financial planning from LSU, becoming a CFP® professional, and starting Deliberate Finances.
When not working, I’m exploring New Orleans with my wife & 2 kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.