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Your Story, Your Financial Strategy

Your Story, Your Financial Strategy

February 10, 2022

Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring an independent financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.

Whether you are new to financial planning or looking to refine an existing plan, here are some of the circumstances I can mindfully guide you through:

  • Marriage:

Prepare for this major milestone by better understanding how marriage or a domestic partnership can affect your financial future. Help improve your financial health with objective guidance  in  navigating  employer-  sponsored benefits and taxes. Together, we can build a plan to integrate your financial strategies so you effectively manage your collective wealth. We’ll make adjustments as your individual and shared goals change, perspectives evolve, and as   you face new hurdles.

  • Children:

Determining ex-spousal involvement, co-parenting agreements, step-parent involvement, and parental rights or adopting a child can be an emotionally charged experience. Additionally, developing a financial strategy can help you balance the cost of immediate childcare needs with saving and investing for the future. My familiarity with the subtleties of each can empower you to make those decisions.

  • Healthcare:

Don’t let ongoing medical care, gender reassignment surgery, hormone therapy, or HIV treatment become a financial burden. I can respectfully walk you through health insurance documents, so you receive equal insurance protections. We’ll also devise strategies for saving and investing, to assist with your ability to cover medical costs. I’m also capable of providing objective guidance in identifying a power of attorney or healthcare proxy in case of a medical emergency.

  • EstatePlanning:

Put your mind at ease when it comes to your legacy by proactively determining what to pass on to the next generation. The uncertain legislative landscape of same-sex marriage, domestic partnerships, and parental   recognition can add to the intricacies of protecting your family from unforeseen circumstances. You  can also continue  to engage in philanthropic endeavors, including creating opportunities for charitable giving, through advanced    planning. We can walk through an initial needs evaluation and discover the best ways to communicate your final  wishes.

  • Socially Responsible Investing(SRI):

Support diversity and inclusion by investing in companies that embrace the same environmental, social, and governance values as you. I thoroughly research and assess SRIs to offer guidance in aligning your social interests with investments that align with your investment objectives and time horizon.

Schedule an appointment now to tell us your story. Let us help create your one-of-a-kind financial plan to help you prepare for today, tomorrow, and the future.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
The return on Socially Responsible Investments may be lower than if your advisor made decisions based solely on investment considerations.