Only 20% of Professionals are confident they'll achieve their financial goals. While you excel in your area of expertise, financial decisions can be daunting.
As an Independent, Hourly Financial Planner, I'll provide you with a clear path to make your dreams a reality. I'll provide advice to navigate the opportunities and bumps life throws your way. I sell no financial products and receive no commissions. My only goal is to help you succeed.
You decide whether you need a complete plan or just advice to deal with specific challenges. My affordable approach is customized to your needs and delivered with a high level of personal service. I specialize in financial planning for individuals, married couples, gay couples and domestic partners.
I am proud to be one of the few independent, fee-only, hourly financial planners serving St. Petersburg and Tampa. Please call or email me, and lets begin the journey together.