I was a college professor for many years and now I teach couples how to approach retirement with confidence. Investments are important, but so are taxes, insurance, daily spending habits, estate planning, and our relationship with money.

We work together to create a custom Retirement Roadmap. We identify where you are, where you want to go, and how to get there. The Roadmap helps you clarify your goals, avoid costly mistakes, identify specific actions, and improve your peace of mind in preparation of retirement.

Unlike most financial professionals, I work with you as an advice-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests.

My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank 😊

Schedule a free introductory call to explore if we should work together. I look forward to talking with you soon.