On top of the difficultly you may face getting your finances in order, picking the right planner is another challenge all on its own. We’ll go over the keys to building a solid financial plan, and highlight how important it is to work with someone who is independent, has no conflict-inducing commissions to work for, and has no proprietary products to sell.

Whether it’s something as micro as week-to-week budgeting, or a 30,000 foot view of a retirement plan, I can tailor a presentation and conversation to fit your group’s needs. I enjoy conversations a lot more than lectures!