What I Believe

    • I believe that simplifying the intersection of life and money creates the confidence and time to do what you love.

      This can be challenging, especially for business owners who are considering selling their company, because they must balance business and personal objectives.

      They may suspect their current financial, legal and tax professionals are not the team to help them navigate what lies ahead.

My Process

I help clients define their financial goals and their desired impact by asking values based strategic questions, such as:

  • How do you want to live?
  • How do you feel about the future of your company and employees after you sell?
  • What do you want to avoid?
  • How do you want to be remembered?
  • What are the unique leverage points in your situation that can have an outsized impact for you and those you care about?
  • How do you feel about risk?

With an understanding of their unique needs, I look to help each client build a bespoke professional team.

I can collaborate with that team to maintain alignment and accomplish desired outcomes, cohesively executing both personal and business strategies.

Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 13 reviews 100.0

My Videos(2 videos)

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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)