I serve as a financial coach for affluent families who are seeking clarity and confidence in their financial goals, who may want to leave a legacy for future generations.
My approach focuses on a long-term strategic plan that is personalized for you, responsive to change and monitored often. A strategy that is grounded in long-term fundamentals with adjustments for today’s market.
It is my job to inform you about the risks in your portfolio and the different approaches I can take to manage them. I’ll help you navigate the uncertainty of the markets so that you have a clear picture of what could happen while feeling confident in your financial goals.