Financial Planning
Since qualifying for the Certified Financial Planner ™ designation in 1990, I have been working with individuals to provide a blueprint for navigating many of the financial challenges of our lives. My work includes the following:
- Clarifying and quantifying financial goals through analysis of values, lifestyle, and personal goals.
- Determining your current financial picture by gathering data and analyzing what you own, what you owe, what you earn, what you save, and how you spend.
- Devising specific saving and spending strategies to achieve your goals.
- Suggesting steps to achieve appropriate insurance coverage, tax savings, and estate planning.
- Monitoring and fine-tuning suggestions as desired.
- Educating you about important financial issues.
- Empowering you to accept personal responsibility and take control of your financial life.
- Recommending professionals who can help you implement various savings, insurance, tax or estate planning solutions necessary to achieve your financial goals.
I am available for one-time consults on specific issues (one hour minimum). I charge an hourly fee or flat fee, depending on the services provided. My work complies with the Code of Ethics of the Certified Financial Planner™ Board of Standards and my continuing education requirements are current.