THE FIRM

Is FI-nancial Planner Right for You?

Welcome to FI-nancial Planner -

A Virtual Financial Planning, Investment Management and Tax Preparation Firm

I help with everything financial so you can enjoy the journey to financial independence.  When you achieve your goals, I’ll be there to confirm you have the freedom to work on the things that matter to you, rather than just a paycheck.

As a fee only fiduciary, I have a legal obligation to act in your best interest and provide unbiased advice.  For all of my recommendations I make sure the costs are reasonable, and the outcome is more than worth the costs incurred.  You will quickly realize how deep my frugal nature is; I don’t like others to waste money either!

Fee-Only

No commissions, no hidden charges.

I pride myself on providing clear value with transparent costs.

Fiduciary

Always acting in the best interest of my clients.

CERTIFIED FINANCIAL PLANNER™

CFP® professional since 2013.
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Certified Public Accountant

CPA designation since 2012.

Licensed in Maryland and Virginia.

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