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.  

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 →

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Are Target-Date Funds Off Target?

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

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →