Working Together

Whether you’re five years out or already retired, we’ll build a plan that aligns your savings, income needs, and goals — so you can move forward with clarity and confidence. From Social Security timing to withdrawal strategies, I’m in your corner every step of the way.

I don’t just file your return — I help you plan ahead. By combining tax prep and strategy, I can help you manage cash flow, minimize surprises, and make the most of your opportunities.

The goal: You’ll know exactly what you own and why. Once we understand your financial situation and future goals, we’ll build a portfolio designed to support you, both today and in the future. We’ll keep costs low, stay tax-aware, and diversify. Your portfolio will blend growth assets to support your future and steadier assets to cover short-term or unexpected needs.

Estate planning is about more than just documents — it’s about making sure your wishes are honored and your loved ones are protected. I’ll help you clarify what matters most, coordinate with your estate attorney, and keep everything aligned as life changes.

Need an introduction to an attorney? I’ve got you covered.

We help you prepare for the “what-ifs” by making sure you have the appropriate protection in place.

Need an introduction to a trusted insurance professional? I’ve got you covered.

Whether it’s RSUs, stock options, or ESPPs, let’s walk through how your equity works and fits into your bigger picture. Together, we’ll build a strategy to manage risk, reduce taxes, and make the most of what you’ve earned.

If you’re a business owner thinking about retirement or succession, I can help you plan your next chapter with intention. From evaluating your exit options to coordinating with your tax and legal team, I’ll guide you every step of the way so you can move forward with confidence.