Who I Work With
I'm not a good fit for everyone, are you?
Learn MoreHow I Work
Take a peek into how I help people like you achieve their goals…
Learn MoreWhat I Do
Listening, Educating, Analyzing, Planning, Implementing…
Learn MoreFinancial Clarity through Refreshing Honesty
In today’s day and age, there is not enough education, too much information out there, not enough time, and too many distractions for the average person to plan effectively for their financial lives. I believe that the financial planning process can be a cool experience and I serve people who are too busy managing the rest of their busy lives to fully dive into the weeds of finance.
Helpful Content
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Rightsizing for Retirement
What does your home really cost?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When Markets React
When markets shift, experienced investors stick to their strategy.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?