A Financial Plan Will Enable Your Life Plan

I follow a thoughtful, step-by-step approach to help my clients achieve their financial dreams.

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  1. Vision and Values Check

    We start with an in-depth conversation designed to uncover your vision and values around money. This isn't just about numbers—it's about understanding your life, your dreams, and what truly matters to you. I'll want to hear your story and learn what your ideal future looks like.

  2. Financial Mapping

    While we chat, I'll gather important financial information to create a clear picture of where you stand today.

  3. Gap Identification

    If you're curious about how your current savings strategy lines up with your life goals, I'll create a personalized financial plan just for you. This plan shows whether you're on track or if there might be gaps.

  4. Problem Solving

    If we spot any shortcomings, I'll recommend specific strategies to help close those gaps—whether that's adjusting your emergency fund, exploring investment opportunities, or protecting what matters most through various insurance solutions.

The Rules of Finance are Like a Game...

And ultimately, my role is to help my clients win that game. In my opinion, the true win condition of finance is establishing your personal version of financial security - and to do that, you'll need a custom-tailored financial plan that's fitted to your life plan - because our version of financial security is liquidity optionality, AKA, having the liquidity to do what you want to do, when you want to do it, regardless of the uncontrollable factors. 

Dad Playing Games WIth Son

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

How do I know this is right for me?

Take the quiz below or read the articles below!