Call or Text: 816.208.8846
Conversations about Money
Talk with someone who knows your needs and can answer your questions
Have you ever had a challenge understanding your financial life? Don't worry, we all have at some point. Wouldn't it be nice to have an experienced friend to talk through those rough spots? That is what Your Financial Partnership can do for you.
Financial Plans
Having a course set out is the first thing you do whenever you go somewhere, yet many of us don't have a plan for our financial lives.
Do you want to have help along your financial journey? Do you have a situation that might change over the course of the next several years? Ask about our ongoing planning service.
Ongoing Planning
Portfolio Management
From 401(k)s and IRAs to brokerage accounts and inheritances, our investments need to be working for us and toward our goals.
We're Qualified to Work with You
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20+
Years of Experience
CFP®
Qualified Experts
0
Account Minimums
‘I’ve never done this before.’ I have a new job, but I’m unsure about money. What’s my move?
Our Associations
I believe it is important to be associated with groups of good planners that share my goals of helping others. Below are some of the organizations I associate with:
About Us
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I've always been fascinated with money. From the first candy bar it bought me to the retirement accounts that will keep me afloat in my old age, I have found it easy to wrap my head around financial facts. I now help families going through a transition with their money questions, guiding and building your future together.
If you have questions, I offer a free 30-minute conversation to talk it through. If you find that helpful, we can discuss what services are best for your situation. As a Fee-Only advisor, I never take commissions or sell you a product that sends money to me or my company. I will be upfront and transparent about all the advice I give and any compensation I receive. With your money, it's no less than you deserve.
