Senior Financial Advisor
Currentmy team’s mission is to help clients gain confidence and optimism around their financial planning.We believe that:• Planning is a collaborative process, not an isolated event.• Clients are best-served by a fiduciary for their planning who provides advice based solely on the client’s best interest.• Planning is about achieving goals, not about chasing return or trying to beat the market.• Each client deserves a plan that integrates all the facets of their financial picture.• Solutions to complex issues must be simple, actionable and designed with the end in mind.We help mid-career professionals, retirees and business owners get their financial “house in order” – particularly as they get married, buy homes, and grow their family and business.We help later-career professionals plan for retirement income – integrating investments, 401(k), IRA, ROTH, Social Security, Medicare, pensions, rental properties, insurance, and legacy goals into the bigger picture.Our niche expertise is with tech professionals and attorneys – deciphering the world of RSUs/ESPP/NQSOs/ISOs and efficiently addressing planning between time at the office and life at home.We develop caring relationships and deliver expert guidance – clarifying and achieving your goals together.To learn more about us, visit our website at http://www.dontinestandforget.com
