FAQ

There is no minimum required to work with me. Some products may have their own minimums. We will simply work together to find the right product to use.

Not at all! In fact, I have clients in a number of states. We can meet virtually.

The whole point of working with someone on your financial plan and investments is to make best use of the money that you do have, to protect the things you’ve worked hard for, and to invest it wisely for the future, no matter how much or how little you have. Financial and investment planning are not only for the wealthy.

I work with many different kinds of people. I have knowledge in areas of family creation, living and aging while solo, planning for unmarried people, and for business owners, and am happy to work with anyone who needs those services. I also enjoy meeting and working with anyone who believes in fairness, equality and respect for all people.