Helping you plan a bright future!
Serving Central Virginia
Since becoming a Certified Financial Planner in 1995, I have worked with all kinds of people in all kinds of financial situations.
My passion is to help you reach your short and long-term financial goals resulting in a life well lived.
I will review where you are now and provide you with a plan to follow. Areas addressed may include:
Cash flow, Life/health/
Long term care insurance, savings/investments, college savings plans,
taxes and estate planning.
I charge $200.00 per hour. Our first meeting is at no charge and allows us time to get acquainted and see if we desire to work with each other.
A simple financial plan may take a short time with less cost and a longer, more involved plan would take more hours.
Individuals that can benefit are a newly widowed person, someone ready to retire, or a young family needing to get on the right financial path.
I am independent of any company and I do not sell financial products.
I charge a flat fee and no one pays me but the client. There are absolutely no commissions or kick-backs from any companies.
No trips to Hawaii because I met a sales quota!!
I will always act in your best interest.
Honesty, integrity and ethical behavior - that is what you will get and what you need when talking family finances.