Client Commitment

Being able to trust a financial professional to look out for your best interests can be a significant relief most people never realize. My goal is to serve as a trusted advisor who clients can turn to for objective guidance and advice. 


Fiduciary

Under the Certified Financial Planner Board’s code and standards requirement, CFP’s are held to a fiduciary standard when providing all elements of financial advice. So I am legally and ethically required to act in your best interest at all times.

Independence

I am an independent advisor which means I do not have any proprietary products. Instead, I am dedicated to providing objective advice and strategies that are appropriate for my clients. By providing full transparency, I seek to help my clients gain a financial security and success. 


Communication

I strive to build relationships with clients by providing consistent communication and making it easy for them to contact me. Working with clients both in my local Lexington, Massachusetts area as well as across the country, I am available to meet in-person, via conference call or web-based software.

Relationship Builder

Over the years, I have found that the most effective way for me to make a true impact on my clients finances is to build long-term relationships, working closely with them as they advance in their careers, grow their families, and transition into retirement. To me this means, meeting with my clients at least annually and offering flexibility in how clients choose to work with me. I offer fee only advisory services, flat fee for financial planning strategies and hourly rates for financial advice as well as monthly subscription solution designed for fee-for-service financial planning.