As a financial advisor for 28 years, my expertise lies in helping clients determine exactly what their financial picture should look like--now and in the future. With my business partners, Bleckley Dobbs, CFP® and Megan Poore, we help you evaluate your financial obligations, responsibilities and motivations through structured conversations about your beliefs and attitudes toward money and investing. Most importantly, we listen first.Through listening to and learning from you, we provide advice and guidance to help you get on a plan, stay on track and make sure the important things get done. Specialties: Philanthropic giving and multi-generation estate planning are two of my areas of expertise. As a former development officer, I enjoy working with philanthropic clients who value charitable giving. When I help families with their estate planning, I am able to address carefully the complicated issues around wealth, inheritance and planning. Watercolor Financial is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.