What can I help you with?
I can help you with the following:
Financial Confidence: We want you and your loved ones to feel confident about the future, work towards more discretionary time and we aim to help you reduce stress..
Meaning and Purpose: We always start with understanding and defining your purpose and your family's purpose. We want to make sure your goals align with your purpose. If we get the "Why" right, then the "What" becomes much easier.
Financial Planning: The heart of our work is financial planning to help you feel organized and in control of all parts of your financial life.
See the section “Who do I help” for more information about the various topics we can help you with.
Portfolio Management: Building a strong financial plan starts with a solid investment strategy which can help your work towards confidence as you look to your future. I customize portfolios to your specific needs using a combination of ETFs, Mutual Funds, Closed End Funds, Individual Stocks, Options, and Alternative Investments. I combine these in what is often referred to as a “Core & Satellite” approach. This allows us to tailor your portfolio to your specific desires and risk profile to include strategies such as Environmental, Social, & Governance (ESG) and Impact Investing, Individual Stocks, and Cycle Rotations. I believe that you should understand as much as you want to about these strategies and I take a lot of time to explain why we are using these various investment options, so you understand the important details.
Real Estate: I can help you analyze the options to purchase rental property or other real estate investments and compare these strategies to a securities portfolio on an after-tax basis.
College Planning: Uninformed decisions, mistakes and missteps will drive up your college costs. With our help, these vitally important questions will be answered:
• Will we have to pay the school’s sticker price? • Which schools are the best fit for my child academically, socially, learning style, etc.? • How can I save on the cost of College? • Which schools want my child to attend and would attract them with financial inducements? • Are we candidates for financial aid? |
• How much financial aid could we expect? • How much in scholarships/grants? • Can we increase our financial aid eligibility? • What merit scholarships does our child qualify for and what are the requirements? • How can we increase the likelihood for tuition discounts? |
CONCERNED ABOUT THE OUTRAGEOUSLY HIGH COST OF COLLEGE?
Today, college four-year sticker prices can easily exceed $250,000! There are two different prices for a college education - one for the informed buyer and one for the uninformed. Which price will you pay?