How I Work

Personal
A financial plan is worthless unless it is your personal financial plan. I will adapt proven financial planning principles to your specific situation.

Professional

• I am a Certified Financial Planner™
• I am a Registered Investment Advisor (State of Ohio)
• I am a member of the National Association of Tax Professionals
• I belong to the National Association of Personal Financial Planners, the national organization of fee-only planners
• I am a founding member of the Alliance of Cambridge Advisors, a non-profit organization of financial planners dedicated to helping middle income Americans

Proactive
Together we anticipate and prepare for situations before they become crises. This starts with setting priorities, for example:

• short-term – holiday gift season, annual vacation
• medium-term – saving for a new car
• long-term – college, retirement

WHAT YOU CAN EXPECT

Peace of Mind OK, I know this is a cliché but that doesn’t make it any less true. Getting your financial life organized just feels good. You rest easy because you understand where your money is going and why it is going there. Plus you have a professional ready to help when the unexpected arises or if you simply have a question.

Interested?

Visit What You Need.