Please, click here to use our free guide for your college bound family; 
A New Approach to Paying for College.

It is a valuable introduction to the College Pre-Approval™ process, that is part of the system we use with clients.  Even if, you never contact us for information about more advanced planning, using it will help you avoid many of the common pitfalls than most parents and students fall into.


College Savings Plan

I can help you pick the right saving vehicle, plan, investments, amounts… and get you the peace of mind you need, about your child’s future. Together, we can make sense of it all, get a plan on track, and keep it there. It is usually best to start saving for college soon after your child is born, sooner is always better.
I can also help you with tax advantaged savings plans for private elementary and high school tuition. Setting up Able accounts for people with disabilities, and rolling over 529's into Able accounts.

College Funding & Comprehensive College Planning

Whether you need help with College Funding and Pre-Approval™ Plan, or Comprehensive College Planning; I can help.
I help you sort the all pieces of the puzzle, get your vision aligned, and help find your peace of mind.
I would love to help you figure out how to pay for college. Even if we are not the best fit fit for more comprehensive planning. If we are a good fit, a Comprehensive College Funding Plan will help you save on the cost of college, not just save for it.

Student Loan & Debt Management

Debt is stressful, and it can derail your dreams. But you can make it so much better.
Together, we can figure out a plan that is best for you.
I have empowering strategies and tactics for repayment, refinancing, and check for the availability of forgiveness, cancellation, and discharge.
Strategies that the people selling loan consolidations simply do not have.
I work as a Fee-Only, Fiduciary, and only get paid to work for you.

Learn about...

New ways to think about your life and money.

How to Invest

Beyond determining how much money to save, it’s useful to think about retirement in terms of how much income you’ll need after you stop working. Dimensional’s My Retirement Income Calculator can help give you a sense of how much Read more…