Working With Dovetail

Personal Financial Planning

I limit the size of my practice so that I can honor my commitment to working personally with each of my clients. I work with people from many walks and stages of life: those in their twenties and thirties who are just embarking on the next critical phase of their life’s journey; some are approaching or entering retirement. Some are in life-changing moments such as divorce, the receipt of an inheritance or the death of a partner or parent. I also specialize in working with individuals who travel through life with special needs and their families, as well as with selected commercial and non-profit entities.

My commitment is for the long term: I work with my clients to establish a strategy to accomplish their financial goals, and help them as they work toward meeting and exceeding those objectives. When their circumstances change or if something unexpected happens, I am at the ready with trusted advice. My clients enjoy the benefit of knowing that an experienced professional is providing the guidance necessary to best utilize their personal financial resources, so that they can spend time and energy on the things that are most important to them.

Fiduciary Responsibility:

As your Certified Financial Planner™, I have a fiduciary responsibility to always advise and act in a manner that places your interests first. I subscribe to the CFP® Standards of Professional Conduct, which protect client confidentiality and mandate that your interests come first. These standards also require that I pursue an extensive program of continuing education to ensure that you receive the best and most current advice.

Fee-only financial planning services:

I am an advocate for you and your loved ones. I offer “fee-only” services, which simply means that I do not make any product sales or receive commissions or third-party payments of any kind, so that all potential conflicts of interest regarding compensation are removed. I work solely for my clients and I am free to provide you with the most objective advice possible, intended only to promote your interests and goals.

Flexibility:

Need-based services allow clients to select the service that makes the sense for them. Clients have the flexibility to work with me either on an as-needed basis or an ongoing basis. I welcome clients who simply need a one-time financial consultation or a second opinion, as well as those who need comprehensive financial planning and ongoing asset management services. My rates are reasonable to help ensure access to my services.

I invite you to schedule a complimentary, no-obligation introductory meeting to discuss your priorities and objectives and to learn more about how I might be able to support you.

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