Can True Wealth™ Planning bring meaning and purpose to your financial life? Let's find out!

Almost everyone I meet is afraid of becoming a burden to their family. I work with those people to custom design a financial roadmap to avoid becoming a burden before, during, and especially at the end of retirement. This is especially true for newly single adults, contemplating a "new" set of circumstances for which they had not planned. Working with me means having a guide to help you clarify, organize, and prioritize your financial life decisions. I have found over my 30+ years experience that I do my best work with nice people who can say yes to these three items: All your assets (real estate, investments, retirement etc.) total at least $1,000,000 and not more than $10,000,000. It’s important to you to maximize the amount of your wealth that gets to your family and or charity, rather than to the IRS or a nursing home. You are comfortable paying a flat fee (rather than a percentage of assets under advisement) based on the complexity in your situation.

To start your investment plan, we just need to know a couple things about you:

Next Steps

Choose a goal to see where you stand

Identify a strategy to improve

Request a consultation

Laptop displaying financial planning website

Tablet displaying mobile-friendly financial planning website

Stay on track

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal. Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances