Who Are My Clients?
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My clients come from all walks of life; from graduate students to retirees - individuals and businesses. However, I specialize in working with professionals with young families looking for ways to match their financial plans to their growing needs. My other area of specialization is seniors. I especially enjoy helping them optimize their retirement plans to ensure they can make the most of their years of hard work while not worrying about outliving their money or leaving their families with a tax burden.
For more information on some of my more specialized niche areas, please check out their respective pages:
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What Do I Do?
Consider me and my team of experts as your very own crew of caped defenders coming to rescue you right when you need it (or, ideally, before!). We will work together to create and implement a holistic financial plan tailored to your unique needs – so that you and your family can avoid as many "crash! bang! boom!" incidents as possible.
My job is to help guide you along the way through the various phases of your life to ensure that your financial plan continues to grow and change as you do so that your dreams and objectives are always met.
Together, we develop tax-efficient strategies, so you spend less in tax and more on doing what you love while effectively managing your cashflow and building your wealth.
What else do I do? I help people like you go to the dentist and walk their dog! I also help them spend time camping or playing dress up with their kids!
My job is to help guide you along the way through the various phases of your life to ensure that your financial plan continues to grow and change as you do so that your dreams and objectives are always met.
Together, we develop tax-efficient strategies, so you spend less in tax and more on doing what you love while effectively managing your cashflow and building your wealth.
What else do I do? I help people like you go to the dentist and walk their dog! I also help them spend time camping or playing dress up with their kids!
How Do I Do It?
Our relationship typically starts the same as any new relationship these days - a message via social media, a quick phone call after somebody you know "set us up," or a chance encounter. From there, we will likely have an initial chat over a phone or zoom call. For more local to me clients, we may also meet at tea/coffee at a local coffee shop or another location convenient for you.
In this initial stage, we will go over some introductory "getting to know you questions" to ensure we both feel comfortable working together going forward. Later, we will get into the nitty gritty of what your financial situation looks like now, how you want it to be, and what we need to do to fill in those gaps. Sometimes, that involves me explaining finances over your 3-year old's stick people drawings or a game of My Little Pony. Sometimes it involves acting as wing-woman to help you explain your estate planning wishes to your family. All this to say, I'm a chameleon of sorts and the exact process adapts as required to make sure your individual needs are met.
Some of the components of your financial plan development may include:
In this initial stage, we will go over some introductory "getting to know you questions" to ensure we both feel comfortable working together going forward. Later, we will get into the nitty gritty of what your financial situation looks like now, how you want it to be, and what we need to do to fill in those gaps. Sometimes, that involves me explaining finances over your 3-year old's stick people drawings or a game of My Little Pony. Sometimes it involves acting as wing-woman to help you explain your estate planning wishes to your family. All this to say, I'm a chameleon of sorts and the exact process adapts as required to make sure your individual needs are met.
Some of the components of your financial plan development may include:
- Risk management and insurance planning
- Investment planning
- Compensation package reviews
- Retirement and pension package reviews
- Estate planning
- Retirement planning
- Planned giving and legacy planning
- Cash flow and debt management
Learn More About the Services I Offer
Regardless of your current situation, my main objective is to assist you in developing a personalized financial plan that aligns with your goals and lifestyle.
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