Would you like to understand your options then create a plan to reach your dreams and goals? Would you like to work with an advisor whose only pay comes from you? Would you like an advisor who does not sell any financial products or accept commissions of any kind? Would you like an advisor with fewer conflicts of interest?
An advisor who is able to provide advice in the most objective way? Would you like an advisor who addresses all areas of your financial life in a holistic manner? Would you like an advisor who always puts your best interests first? Would you like an advisor whose only loyalty is to you, not a brokerage firm or a mutual fund company?
An advisor who is able to provide advice in the most objective way? Would you like an advisor who addresses all areas of your financial life in a holistic manner? Would you like an advisor who always puts your best interests first? Would you like an advisor whose only loyalty is to you, not a brokerage firm or a mutual fund company?
Services
My mission is to help people from all walks of life gain purpose, clarity and peace of mind. I like to think of myself as coming alongside my clients to help them make sound financial decisions. My aim is to help my clients align their resources with their values, dreams and goals. I grew up in the Seattle area (Kirkland).
When looking for a good fit in a financial advisor it's important to understand what they believe. Here are my financial planning beliefs. You can apply your human capital to work which has a good income. You can also apply it to endeavors which help fulfill your purposes in life. It's great to have work which provides both a good income and helps fulfill your purposes in life.
When you invest you commit your money to companies (people+ideas+infrastructure+productivity). They produce real products and services which improve our lives. In return, you get a share of their profits. Investing only makes sense if you believe companies will continue to produce in the future. The mix of stocks, bonds and cash in your portfolio (asset allocation) accounts for upwards of 90% of returns.
I help bring order to your financial life and provide clarity about the possibilities in front of you. I collaborate with you to co-design your plan. I believe this produces a deeply meaningful financial plan which you are fully committed to. I illuminate the fees you're currently paying, then use cost effective products whenever possible.
I offer a 2 hour, single session, real time financial planning meeting to address the topics you wish to in the available time. This does not include any time spent on my part outside the meeting. No financial projection (using financial planning software) to determine likelihood of success for your current path.
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