Financial Planning
That Starts With
Understanding.
Financial planning should be easier to understand, financial education should be easier to access, and thoughtful advice should begin with listening.
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Why This Work Matters to Me
Growing up, I learned three things about money that have stayed with me. They still shape the way I approach financial planning today.
Of those three, the last is the one I'm most passionate about changing. Money can be uncomfortable to talk about, and financial decisions are challenging enough without feeling like you need to have all the answers. I want to make those conversations easier.
It’s hard
to earn.
It goes
quickly.
It can be hard
to talk about.
Planning & Education,
Together
I believe thoughtful financial planning begins with understanding the reasoning behind a recommendation. My role is to help you understand your options, ask questions, and make informed decisions as your financial life evolves.
Personalized Guidance
Planning shaped around your circumstances, priorities, and goals.
Clear Education
Complex financial concepts explained in plain English.
Planning for Change
Financial planning that considers how life and priorities may change over time.
Clarity for the Financial
Side of Divorce
Divorce can bring together financial decisions that are often interconnected and may be difficult to evaluate separately. Retirement accounts, pensions, real estate, taxes, investments, debt, and cash flow can all affect one another.
As a Certified Divorce Financial Analyst® professional, I help individuals better understand the financial considerations involved so they can approach important decisions with a clearer view of both current and longer-term financial factors.
Property & Cash Flow
Looking at housing, debt, expenses, liquidity, and potential financial considerations after divorce.
Retirement & Taxes
Understanding the financial characteristics of retirement accounts, pensions, investments, and potential tax considerations.
Looking Beyond Today
Considering how financial choices made during divorce may influence longer-term cash flow, savings, and financial planning considerations.
Rooted in Vermont
My wife and I have made Vermont home, and some of our favorite days are the simple ones—hiking a new trail, getting out on the water, or finding a mini-golf course we haven’t tried yet.
Those moments are a good reminder that life isn’t lived on a spreadsheet. Time together, curiosity, and being part of a community matter too—and they’re part of what I try to keep in mind when I think about financial planning.
Ready to Start a Conversation?
Whether you’re planning for the future, navigating a major life transition, or simply have questions about what comes next, we can start with where you are today.
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