facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

You Have Questions. We’ve Got Answers.

Who do you work with?

Our firm primarily works with nurses, but I also help teachers, tech workers, and individuals from a variety of fields. Whether you’re just starting your career and want to build strong financial habits or you're planning for retirement, I provide personalized financial guidance to help you meet your goals. I believe that financial planning should be approachable and tailored to your unique situation—no matter where you are in your journey.


What services do you offer?

  • A multi-faceted approach that encompasses all aspects of your financial life
  • Retirement planning
  • Investments and wealth management
  • Support for short- and long-term quality-of-life goals (buying a home, saving for college, etc.)
  • Debt management advice
  • An ongoing relationship with an expert Certified Financial Planner®  
  • … and more

What are your fees?

Our fees are designed to fit your needs and the level of involvement you prefer.

For ongoing financial planning, fees range from 0.75% to 1.3% of the market value of the assets we manage for you. This includes continuous support, adjustments to your plan as life evolves, and regular check-ins to keep you on track.

For DIY clients who want a comprehensive financial plan to implement on their own, fees start at $1,750 and vary based on the complexity of your situation. This option provides detailed action items without ongoing management.

We are happy to discuss which approach best fits your goals during a complimentary consultation.

Are you a fiduciary?

Yes. Our advisors are Certified Financial Planners® . As such, we abide by a strict code of ethics and a fiduciary duty to: 

  • Act in your best interest and place your interests above our own;
  • Avoid conflicts of interest, or fully disclose Material conflicts of Interest to you, obtain your informed consent, and properly manage the conflict;
  • Act with care, skill, prudence, and diligence that a prudent professional would exercise in light of your goals, risk tolerance, objectives, and financial and personal circumstances;
  • Comply with all objectives, policies, restrictions, and other terms of your client engagement and all reasonable and lawful directions you provide.


    • How do I get started?

    Our first step is an initial meeting to learn about you and your goals. Complete this form here and we will schedule you with a complimentary consultation.