Reaching out to a financial advisor requires courage and if you haven’t engaged with an advisor before you might be nervous to reach out because you don’t know what to expect.

In this video, we shed some light on the approach and process we take at SMB Financial Strategies.


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 is a significant competitive advantage that translates to value for my clients. It affords you the benefit of personalized and impartial advice based on your unique time horizon, financial objectives, risk preferences and tax considerations. This means I only recommend those products and services that address my clients’ needs - in other words, no quotas and no propriety products.


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.


Not all financial planners are certified. In fact, only 20% of all financial advisors hold the CFP® certification.* The CERTIFIED FINANCIAL PLANNER ™ certification is conferred by the Certified Financial Planner Board of Standards and is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, risk management, investments, tax planning and management, retirement and employee benefits planning, and estate planning.

Additionally, practitioners must abide by a strict code of professional conduct and ethical responsibilities. Once certified, they must complete continuing education courses every two years to stay current with financial planning developments and best practices.

This credential demonstrates my commitment to my clients and to my profession — symbolizing the integrity, knowledge and service excellence I strive to deliver. To find out more about the CFP® designation and the certification process, visit the Certified Financial Planner Board of Standards’ website at www.cfp.net .