Looking for a professional to ask all of your financial questions, manage your money, or see if you are on track to meet your goals? We have you covered! We offer financial planning in Raleigh, Durham, Chapel Hill, and surrounding areas.
You can use this tool without being required to enter your contact info
This tool requires your name and email to use, but there is no obligation to set up a meeting
I'm a CERTIFIED FINANCIAL PLANNERTM professional living in Wake Forest, NC with my wife, son, and two dogs. I design and manage financial plans for Fortune 360 Group clients nationwide, and also specialize in asset management and retirement plans for businesses.
firstname.lastname@example.org x 161 NC
I believe financial wellness is a big part of everyone’s general wellness, can contribute to a happy, healthy life, and can reduce stress. I value a good work-life balance and enjoy spending time with my family, running, traveling, having a good cup of coffee, and rooting for the Carolina Hurricanes. Read my full bio to find out more about me.
In the first meeting we'll make sure we're a good fit for your needs and make sure you're comfortable working with us. If you decide to hire us, future meetings can be online or out and about. Your choice.
There’s no cost for the first meeting. We’ll get to know more about you, your goals, and your financial situation at the first meeting. We’ll also try to provide you with some quick guidance that you can take action on immediately.
After the first meeting we’ll work with you to create a comprehensive financial plan. Follow up meetings are usually quarterly after that, with email and phone support between meetings year-round.
If you’re not ready to book a meeting yet, feel free to use our planning tool, financial calculators, or reference our Knowledge Center at the top of the page for handy articles and videos on a variety of financial topics.
Cash Flow Planning
Full Service including financial planning and investment management.financial planning and investment management.
Financial planning only letting you maintain control over your own investments.
Business services including retirement plans, group benefits, and business planning.business planning. planning.
Financial planning isn’t just for those with significant savings. We have experience serving a wide range of clients in different stages of life including the following: