affordable, objective and personalized financial advice (Monterey, CA)
CERTIFIED FINANCIAL PLANNERô
My aim is to offer affordable, objective and customized money related advice that is frequently sought but often difficult to find. To make my services accessible, I charge an hourly or project fee. Regardless of current circumstances, I seek to assist clients to continually improve their finances and gain clarity and confidence so they can pursue their definition of financial success.
I offer advice on the following subjects:
▪ Goal Setting and Life Planning
▪ Budgeting and Cash Flow
▪ Employee Benefits
▪ Home Ownership and Real Estate
▪ Estate Planning
▪ Paying for College
Advice is tailored to you and can range from a one-time question to ongoing feedback, a second opinion, financial check-up or a comprehensive plan.
- do NOT contact me with unsolicited services or offers