PERSONALIZING A PLAN that fits your life
Your financial plan is the blueprint or game plan for pursuing your goals. It’s important that we create one based on your specific situation. We’ll do so by getting together with you to assess your current scenario, identify your goals, and see if you are on track for achieving them.
We will also consider life-changing variables such as a job change or divorce, and develop a contingency plan to address them. After developing investment recommendations and building out your portfolio, we’ll work continuously to help ensure that your plans remains aligned with your evolving life.
To help ensure that your goals – and our strategy for pursuing them – are well-defined, we utilize sophisticated planning software from Raymond James called Goal Planning & Monitoring.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Certified Divorce Financial Analyst® and CDFA® are trademarks of the Institute for Divorce Financial Analysts™ in the U.S. and/or other countries. The designation of Certified Divorce Financial Analysts™ is awarded by The Institute for Divorce Financial Analysts (IDFA) to individuals who successfully complete the training and test requirements set by IDFA. IDFA is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. CDFAs are not attorneys and cannot give out legal advice.
