Our Services

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While ‘how much to save’ and ‘how to invest those savings’ is every bit important, prudent financial planning goes much beyond the realm of just saving and investing.

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours free we have be best spent visiting a friend at the hospital or would it be better to work late and try to earn that promotion?

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.

Insurance Planning

If there is one thing certain about life – it is the uncertainty that living it brings. The best laid plans can sometimes be upset by the unexpected. Even though you may think you have all the bases covered, life sometimes has a funny way of throwing you a curveball when you least expect it. Risk...

Financial Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably. Frequently, business owners are too...

Financial Planning for Pro Athletes

I help professional athlete clients with foundational needs such as budgeting and financial education as well as long-term needs through creating a holistic financial plan. The financial plan encompasses every area of your financial life, thus helping you to make better decisions. I also help...