Working with me means having a guide to help you clarify, organize, and prioritize your financial life decisions.

I do my best work with:

A recent (or soon to be) divorcee, widow or widower.

OR

Couples with “different” money management skills, interest or approach.  Or where one spouse handled all the money decisions and can no longer be relied on due to interest, illness or death.

AND

1.       All your assets (real estate, investments, retirement etc.) total 2 million or more.

2.       It’s important to you to maximize the amount of your stuff that gets to your family rather than to the IRS or a nursing home.

3.       You are comfortable paying a flat fee based on the complexity in your situation.

Click this link to schedule a no obligation “Fit Visit”