In the hospital, the care plan is the document that guides the care of the patient. It’s based on a comprehensive assessment of the patient’s needs and conditions and outlines the goals, interventions, and expected outcomes.
It’s created using the standards of care. Nursing standards of care are evidence-based guidelines that help to ensure that patients receive safe, high-quality care that meets their individual needs.
This framework is easily understood by healthcare workers. It’s a ‘given’ and an expectation in their daily life.
I have worked with healthcare professionals for a long time. This is the same philosophy I have used to create financial strategies – a Financial Care Plan – for my clients.
Patients don’t know what the standards are. But they expect and trust that the standards will be followed during their care.
You should expect the same when dealing with your financial health.
Clients expect to experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning. It is essential that they receive professional care, quality and excellence in the services they receive.
I provide financial planning for the yachtless, who don't speak finance as a first language, and want to work with someone that has already been to a few rodeos.
Helping clients reach their financial goals for over 30 years. You shouldn't be part of someone's learning curve.
Convenient and time-saving. Meet and review your financial strategies online from the comfort of your home. Great for busy families.
When you have a question, I'm available. It's important to both of us.
You no longer have to wait until you have "enough". The most important step is to get started.
Everyone has made a money mistake in the past. Time to focus on better strategies for the future.
No long-term contracts. No fear of big penalties or termination fees.
Everything is made from scratch. My strategies are custom created for you and your situation.
Services We Offer
Financial planning is about more than assets, investments and net worth.
A Financial Plan:
Tools to Help You Understand Your Current and Future Financial Picture
Stay On Top of Your Financial Life
Combining all your financial data in one place is the starting point for higher quality financial decisions.
A single view enables holistic decision making. No more making piecemeal or siloed decisions.
Set up your account today to unlock opportunities and ensure you’re on the path to success.
On track for retirement? Buying a house? Saving for college?
Stay on top of your budget and track your expenses.
Link your financial accounts with automatic daily updates.
Retirement, college planning, Social Security optimization, tax planning, and more.
It's an Important Question
Everyone’s financial picture is different. I don’t try to make one solution work for everyone. Hire an expert on terms that fit your needs.
Ways we can work together:
Introductory plan for healthcare workers.
Initial Plan. Three month financial planning engagement. Approximately 6 hours of meeting time.
Update - if needed - years 2 and later.
Analysis done for a single financial issue
Planning & Investment Package
Annual Fee (% of Assets Under Management)
I began as a financial professional in 1988 and have developed a process to assist Healthcare Professionals and others with the decisions necessary to improve and maintain their financial health.
I believe a financial or retirement plan is an ongoing process, not a single event, and that creating a plan should be a joint, collaborative effort. Clients find this approach educational and empowering, not intimidating or judgmental.
This is especially important for those that have not used the services of an advisor before, have had a bad experience, or feel they are “too small” for an advisor’s attention.
Provide your information and I’ll get back to you quickly.
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