A fee-only, fiduciary financial planner with the heart and soul of a counselor
Everyone deserves a trusted advisor to help them along their path. I provide solutions-focused, client centered financial planning. I help my clients navigate the complicated emotions and circumstances associated with money so that they can reach their financial and life goals, care for their loved ones all while living a full life.
As a fiduciary, you come first. I will act in your best interest at all times.
As a fee-only planner, I will never sell you a product or service you don’t need.
You are the center of this journey. Together, we will create a customized plan for your unique situation and goals.
Over the past 27 years, I have developed a deep understanding of the unique financial needs of military members and veterans. As the spouse of a Marine, a military financial counselor, and now Certified Financial Planner I have first-hand experience balancing military finances with living a rich and full life.
Let me help you live your best life now and in the future!
Learn more about us at www.mycifp.com