How Can I Help You?
I am a fee-only certified Financial Planner® with a background in the entertainment industry. Some specific goals I can help you with include:
- Creating and staying within a budget (even on an irregular income)
- Identifying and planning for life goals (home, vacation, education)
- Analyzing employer plans or developing best options for your business
- Debt management (student loans, credit cards)
- College planning
- Investment management
- Retirement savings and planning
