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Financial Planning and Wealth Management

Financial Planning and Wealth Management

While we serve a diverse population, our practice specializes in financial planning for health care providers, business professionals and the LGBTQ community.

If you want the confidence that comes from having a financial strategy and a partner by your side, take advantage of our simple process:

  • Engage with a CFP® professional that has a fiduciary duty to put your needs first
  • Gain a better understanding of how to protect your income, assets and choices
  • Compare options for saving in volatile markets while avoiding common mistakes
  • Have control over what you are paying in fees and taxes

Additionally, we know how busy you are, so we will consolidate and organize all your financial information. When something comes up, we'll be ready!

WEALTH &#38; RETIREMENT&#160;<br />PLANNING

WEALTH & RETIREMENT 
PLANNING

Will you outlast your savings? Can you weather the storm? We can help you find out.

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MODERN FAMILY<br />FINANCIAL PLANNING

MODERN FAMILY
FINANCIAL PLANNING

We specialize in serving the unique needs of LGBTQ & blended families.

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PLANNING FOR<br />HEALTHCARE PROVIDERS

PLANNING FOR
HEALTHCARE PROVIDERS

Years of experience have prepared us to guide you through important financial decisions.

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Vision Statement

Vision Statement

When most of us started working more from home and embracing technology at a higher level, my ability to service and advise my clients was kicked up a notch!

Events in 2020 left us suddenly more vulnerable. We collectively learned to be more open and accepting of each other in our normal environments. It allowed for my interactions with clients to be deeper, better tailored and more timely.

We made a new social contract that “being human” is okay; that suits, makeup and fancy offices weren’t what we paid (or got paid) for.

Now… I'm committed to providing my clients with on-going financial planning services that are designed for life’s ever-changing needs. Rather than working within the archaic model of periodic planning and individual transactions, our team provides a holistic, event-driven approach of providing advice.

Together, we’ll work to achieve and protect your vision of the future. That’s Planning for Good. How do you envision your future?

Take the first step...

Take the first step...


Book a complimentary initial consultation to learn if we're a good fit.

You'll meet virtually with a member of our team to learn more about our services and tell us what you're trying to accomplish. If we choose to work together, we'll be your partners on your road to financial security! 


Schedule An Appointment

Diversity and Inclusion Commitment

Our team takes pride in embracing the benefits of diversity, at all levels.

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.

We look forward to collaborating with you! 

View our Client Relationship Summary here. For additional information, such as our lead advisor's licensing, educational background and disciplinary information, if any, you may visit our Frequently Asked Questions page.