What do you think of when you think of financial planning?  

If you are like most people, you think of numbers, you think of piles of paper, you think of headaches.

But financial planning is as much a part of life as making your bed, preparing a meal, or planning a great night out for yourself.  It is one of the most important things you can do to take care of your future - and it doesn't have to be tedious.  It can be filled with learning, empowerment, even fun!


My passion is guiding individuals and businesses through their changing options and evolving situations, toward an informed, strategic, and healthy financial path.  I consider it a privilege to help people learn that financial planning can be one of the best, most rewarding things they've ever done for themselves.

Planning your financial future is a personal and important decision.  For that reason initial consultations are provided free of charge to make sure it's a good fit.  
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

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