My Calendar

I find that the most important aspect of financial planning is communication.  Quarterly reviews ensure that we are prepared to adapt to whatever changes may occur.

Early in the year, I like to review tax-efficient accounts and ensure that we are contributing to maximize benefits.  As summer approaches, we like to review education savings strategies.  Throughout the year, cash flow analysis guides us through our investment plan.

I try to keep a flexible schedule to allow for appointments during business hours or house call visits in the evening when necessary.  I am available for questions and client needs day and night.  You are encouraged to drop by my office anytime and my mobile number is always made available to you.