Making the complex simple. The financial world is full of jargon. I try to make it easy to understand. My holistic view of your plan. Tax planning, retirement savings, debt paydown, estate planning… each plays a key role and they all need to be planned for simultaneously. That big picture view, with attention to timing, is what really makes your plan effective. I believe that everyone can benefit from collaborating with a financial planner. Personal finances can be a very emotional topic for most; working with a planner who understands you quiets the noise and clarifies the choices your emotions may be clouding. Far and away the most fun part of the job is spending time talking with our c