It’s funny how we start talking about money, but end up talking about every aspect of life. The two are indelibly intertwined. We simply can’t go through a life transition without involving our finances. Weddings, divorces, babies, college, employment, death… each event has tremendous financial implications. They’re also fraught with emotions. It’s essential to have a trusted advisor who can see through the fog, understand your needs and make sure you’re asking the right questions.

How does it work? 

We work together “side by each” as my dearest aunt would say. We gather all of the important information at the outset, review it together and create an initial plan. We then review the plan at least annually - depending on your needs - and adjust accordingly. Most often, planning works alongside investment management as the two go hand-in-hand. What you hold in your investment portfolio has a significant impact on what to expect from it. It’s best when one hand knows what the other hand is doing. Consolidating your finances with one advisor ensures that you’re properly diversified, hold the appropriate amount of risk and that changes can be made on your behalf when they’re needed. 

As your financial advisor, I will monitor, evaluate and adjust your portfolio as needed so that you can focus on the things you enjoy. In accordance with my fiduciary duty, your best interest always comes first.