I am a fee-only financial planner. I charge an hourly rate or work on retainer, depending on the complexity of the situation. I can work alongside other professionals or work alone. I understand tax issues, estate planning, and many areas of finance.
I first assess your situation to make sure I can add value. Then we create a plan to solve your problems. It is a process that you take an active role in. My goal is to teach you how to handle these issues on your own. It becomes a learning process for us both.
If you have an interest, please respond to this post.
do NOT contact me with unsolicited services or offers