Hourly-based Financial Planning
CERTIFIED FINANCIAL PLANNER™
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional I posses skills necessary to create a sound financial plan. I will teach you how to effectively manage your finances with minimal time and effort. Also, as a CFP® professional, I’ll help you better understand your financial psychology so you can improve your money behaviors and move beyond areas holding your potential back.
Key Benefits for You
Simplification
Complexity Zaps Financial Energy
Your ability to stay on plan is directly related to its simplicity. It's imperative you have realistic financial solutions that you can understand, track, and oversee.
Financial Advice Only
Financial Advice Only
As a financial planner who operates under "Advice-only", I am not aligned with any financial products or programs. My aim is complete objectivity and independence.
Fiduciary Obligation
Fiduciary Obligation
As a Registered Investment Advisor, I have a regulatory obligation to work in your best interest at all times.
Education
Education
Becoming properly informed helps you avoid mistakes. Education also expands your discipline.
Financial Psychology
FinPsych
Your relationship with money is the key driver to your long-term success. When you chase the "shiny objects" of temptation, you lose discipline and focus.
Lower Financial Stress
Financial Stress Occurs When Your Confidence is Low
Financial stress is often the number one stressor in one's life. We will explore your financial stressors and find ways to mitigate, if not eliminate, them.