Financial Planning

Financial planning is a key part of the comprehensive wealth management that I provide, and it addresses everything that affects your finances. Each person’s situation is different, but there are some common questions that seem to be top of mind for most. Such as:

  • When can I retire?
  • Am I saving enough for retirement?
  • How much money can I withdraw when I retire? Where does the money I need to spend come from?
  • What happens to my income during a market downturn?

If these are questions that are also on your mind, feel free to contact me for a complimentary consultation.


Here are some specific planning topics that I will help guide you through


Retirement and Income Planning

I create a plan that is designed to create sustainable retirement income, considering all income sources, expenses, assets, and withdrawal strategies. To ensure you stay on track, we will continually review this plan together. 

Major Life Events

Major life events, such as retiring, the death of a loved one, or divorce can create questions and uncertainty. I will help you ask the right questions, evaluate your options, and create a plan to help you move forward with confidence. 


Insurance Review and Planning

Insurance is a key part to preserving what you have and mitigating unexpected risks. Making sure you review your protection needs, (life insurance, long-term care, health, disability, and property & casualty) will ensure what and those you care most about will be protected from anything unforeseen life throws your way. 

Estate Planning

Your estate plan is vital to the efficient transfer of your assets to your heirs. I will work with you to review your estate plan and make sure everything is organized appropriately, reflecting your wishes and desires.