Deciphering financial matters can seem complicated at times, so we work hard to make certain that the services we provide do not add another layer of complexity to the whole process. No web site or app can ever replace the nuanced, personalized services we provide. Overall, I believe that our collective financial talents and experience make our firm one that can deliver to clients a broad scope of unique talents and strengths.
I am an ardent conservationist and I love to travel. My first visit to Africa in 1996 changed my life, and I return as often as I can. Tourism is one of the ways we can help the countries in Africa. It helps the people by bringing dollars into the community, and it helps raise the profile of conservation and animal rights efforts in the region.
Affiliations: Fee-Only Planning, Certified Financial Transitionist® (CeFT®) of the Sudden Money® Institute, Money Quotient Licensee, Registered Life Planner® (RLP®) of the Kinder Institute of Life Planning, Accredited Domestic Partnership Advisor® (ADPA®)
Areas of Expertise: Life Planning, Financial Planning, Transition Planning, Tax Planning
Education: Stanford University, Certified Financial Planner (CFP®), Enrolled Agent (EA). An EA is a federally authorized tax practitioner empowered by the U.S Treasury to represent taxpayers before the IRS, a status that is the highest credential awarded by the IRS.
Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors, Nazrudin Project, and the National Association of Enrolled Agents
We make decisions with future generations in mind
We build powerful relationships by working towards common goals
We learn and teach continuously
We work directly for our clients and put client’s interests first
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind