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Looking for an advisor rather then a manager: I provide advice and guidance, it's up to you to implement recommendations. If any of the following situations apply to you then you should continue your search elsewhere. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Sample reports are for illustration only and do not represent actual plans or recommendations. Looking for someone to take over: What is Financial Planning?

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Financial planning is the process of realizing your life goals through a "big picture" approach to managing your money.

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IRS Extends Tax Benefits to Married Gay and Lesbian Couples

I do not have training or experience with the following: Financial planning is the process of realizing your life goals through a "big picture" approach to managing your money. Enough income to afford my hourly rate: There is no minimum portfolio size I am willing to help with. I am not a good match for everyone.

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To give you an idea of the types of individuals I work with please read through the following client characteristics. Special needs planning for a disabled family member. Don't hesitate to contact me if you have questions. I provide advice and guidance, it's up to you to implement recommendations. All rights reserved Privacy Policy. Planning Personal Financial Planning Retirement, first home, college for the kids, they all need a plan….

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