Financial Life Planning
Financial life planning is different from traditional financial planning as it is based on uncovering your ideal life and then building your financial plan centered on those ideas rather than just your money.
I initially ignore current circumstances and present problems and focus on creating the ideal life from a blank canvas by answering a few thought-provoking questions. After you paint a picture of the ideal life, I make sure to build your financial plan so that you are intentionally moving in that direction. The process will help you identify and overcome obstacles and find alternatives that are more consistent with your ideals.
Advice and Fee Only
I focus on providing value to you while operating in your best interests by minimizing the conflicts of interest in the financial services industry. I do not manage money or sell any products. I do not have control over your investments or require you to make any changes or move any accounts to receive services. I am providing a fee-only service.
The aim of providing this model is that you can get advice and life planning without having a minimum level of assets or net worth.