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

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.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

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