As a planner since 1999, I have been helping people to improve their personal financial situation by doing full financial plans, and hourly projects on topics of their choice.
A full plan starts with an individual or family’s work situation, personal situation, preferences and goals. I analyze and recommend changes in cash flow, net worth, insurance coverages, income tax planning, goal planning (i.e. college, retirement, vacation home, etc.), investments, and estate planning. Fees for a plan are typically $2,000 for singles, $2,800 for couples.
Hourly planning is done on a project by project basis depending on people’s needs. The most typical ones involve work on investments and retirement projections.
Over 15 years planning experience and 2 degrees in finance provides me with the experience base to know how to handle a wide variety of situations. My plans are designed to be easy to understand and I try to use the most straightforward solutions to get the job done.
On a personal basis, I am direct and open and have an excellent sense of humor! If you think I would be a good match, give me a call.