I help clients 'land one plane at a time'. I help identify the issues that need to be addressed, prioritize them with clients and then address them one by one. We don't land the next plane until clients understand and are comfortable with the direction we are heading.
I focus on helping clients make decisions that align with their goals at every step in their financial journey so they can feel more confident.
I work with clients to help determine retirement feasibility and our Confident Retirement® approach to help with retirement transition and planning. I also offer retirement income design, risk management strategies and portfolio design.
Clients that seem to benefit the most from our work are those that have a complicated financial situation in which they just need help simplifying and understanding how to make progress towards their goals.
As a Christian financial advisor, I draw on biblical principles to provide advice.