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.

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Newsletters

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

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