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What kind of questions can be answered through planning?​

Financial planning can help answer vital questions like:

• Am I on track to meet my financial goals?

• How much should I be saving for education or retirement?

• How do I balance different financial priorities?

• What insurance policies suit my specific needs?

• How can I protect and grow my wealth effectively?

Each plan is personalized, especially for women and professionals in various fields, ensuring your unique circumstances are fully considered.

 

What does it mean to be a fiduciary*?

As fiduciaries, we are legally and ethically bound to put your interests first. This means we provide honest, transparent financial advice, ensuring your financial well-being is our top priority. Our commitment as fiduciaries is especially crucial in our work with women and professionals in public service, ensuring your unique needs are always at the forefront.

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What is a CERTIFIED FINANCIAL PLANNER™ practitioner?

A CERTIFIED FINANCIAL PLANNER™ practitioner is a financial professional who has completed rigorous education, passed a comprehensive examination, and adheres to strict ethical and professional standards. CERTIFIED FINANCIAL PLANNER™ is highly trained to provide comprehensive financial planning and offer advice to help clients achieve their financial goals.

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Are you currently accepting new clients?

Yes, we welcome new clients! We are here to assist individuals and families at all stages of their financial journey, whether you're just starting out, nearing retirement or have specific financial goals in mind. Feel free to reach out to us to schedule a consultation and get started.

 

How are you compensated for your services?

Our compensation is straightforward and transparent, with a flat fee for financial planning and a separate fee for investment management. For insurance products, we receive commissions, but we provide full disclosure of all costs. Our fee structure is designed with your best interests in mind, ensuring our advice is always  tailored to you.

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What services do you offer?

We provide a range of financial planning services, including basic and comprehensive financial planning, retirement planning (including expertise for public servants), assistance with 403(b) options offered through school districts, education planning, and strategies for student loan repayment. Additionally, we offer insurance services, such as life insurance and long-term care insurance.

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What can I expect during the initial consultation?

The initial consultation is an opportunity for us to get to know you and your financial goals. We'll discuss your current financial situation, what you hope to achieve, and how we can assist you. It's a chance for you to ask any questions you may have and to determine if we're a good fit to work together.

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How do I get started as a new client?

To get started as a new client, simply contact us to schedule an initial consultation. During this meeting, we'll discuss your financial goals and assess how we can best assist you. We'll explain our services, fee structure, and the steps involved in creating a customized financial plan tailored to your unique needs.

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*To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFS investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

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