About Me
Why Choose NFP?
Discover a Unique Edge
It’s my commitment to your financial health. As a fiduciary financial advisor, I deliver effective, efficient advice paired with ongoing support to help you reach your dreams. Full bio here.
Independent and fee-only
Recommendations are based solely on your goals and objectives with open and transparent pricing removing conflicts.
Comprehensive
With a limited client base all of the details are taken into account without losing sight of the big picture.
Expertise
Experience putting together hundreds of plans as an advisor and later coached and trained hundreds of advisors at a major financial institution.
Even from a young age I have been passionate about personal finance, and I enjoy helping others work towards achieving their financial and life goals. It is the success stories of my clients – retiring early, starting a business, building a dream home, buying a boat, or taking an unbelievable vacation – that drive me.
In August 2023, after 15 years with larger firms (Fidelity and Schwab), I made the decision to venture out independently and found my own practice to address two major industry challenges: high fees and the neglect of ongoing clients. With my fee-only model and intimate client base, I have the flexibility to work closely with clients offering unbiased guidance in areas of their financial lives where they need it most.
What does it look like
6-step success:
Your financial roadmap
We’ve developed a meticulously crafted, comprehensive six-step process that acts as your personal roadmap, guiding you steadily towards your financial goals.
01.
Initial Consultation – 30 min
We begin with a 30 minute complimentary consultation to ensure I can delivery enough value to meet your needs and ensure we are a great mutual fit.
02.
Get Organized Meeting – 60-90 min
We then try to gain a comprehensive understanding of your history, goals, and lifestyle. This holistic approach, encompassing the art (what makes you unique) and science (financial), ensures a tailor-made financial journey just for you.
03.
Plan Creation
We use some of the top technology in the industry along with over 15 years experience running 1000’s of plans to ensure we thoroughly review your situation to deliver the best analysis, ideas, solutions, and alternatives for you.
04.
Plan Delivery – 60 minutes
We review the details from the plan with you to jointly create a customized path moving forward.
05.
Implementation
Ensure all aspects that were agreed upon are executed properly.
06.
Ongoing customized support
Given my focus on a small number of families I work with you to create an ongoing relationship that’s customized based on your wants and needs.
“Most people don’t plan to fail, they fail to plan”
John L. Beckley
Simple pricing
Straightforward pricing
with a custom fee structure
At NFP, I believe in the power of planning to simplify your financial life and increase what money can do for you and your loved ones. Enjoy high-value expertise at incredibly competitive prices. Comprehensive wealth management is also offered.
One time advice
Whether you are not ready to commit to ongoing help or just have a one-time situation that you’d like advice with we would still have a complimentary discussion to determine the scope of the project.
$1,500 minimum
Ongoing Financial Planning Support – Monthly Fee
The monthly fee works as an ongoing retainer and will not increase as your assets and net worth increase over time. Exact pricing to be determined at the initial complimentary consultation and is based on overall complexity, client needs, and relationship expectations.
$250-$500
per month
Financial Planning Services
- Wealth Management
- Retirement Planning
- Business Planning
- Cash Flow and Debt Management
- Financial Goals Planning
- Investment Analysis
- College Planning
- Investment Analysis
- Insurance Review
- Risk Management
- Tax Planning Strategies
- Employee Benefit Optimization
- Estate Planning
Ready to reach your goals?
There has never been a better time than right now. What goal can we help you accomplish? Dive into your financial journey with NFP today.