Securing the Bag For the College Grad

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How To Hire Me

I enjoy helping families and individuals use their incomes, assets, debt, and investments to reach their financial goals, particularly retiring to their desired lifestyle and sending kids to college.

I am a fee-only financial planner; while I’m incredibly familiar with insurance and investments, I don’t make a commission for my recommendations.

Here’s my process:

Schedule a free 30-minute phone call.
During this call, we'll determine the scope of work. For example, are we planning for retirement, trying to get out of debt, striving to buy a home, or sending a child to college?
After the meeting, I will assemble a proposal based on the scope of work. The proposal will contain at least 3 options that vary according to service and price. The price range is $180 to $2,500.
You choose your option, and we move forward.