I’m the President of Pacific United Planning, a Registered Investment Advisor (RIA) specialized in working with small business owners and local, state, and federal employees. As your financial planner, I tailor financial solutions to your specific needs and circumstances, always making your interests my priority. I am committed to building a lasting relationship with you based on trust and expertise so your dreams can come true.
I believe that a financial plan is like a good road map. It shows you where you are now and where you want to go. It will show you the best route to get there and guide you through the twists and turns. Whether you are starting your journey, starting a new chapter of your life, or seeking to protect what you have created, I can help guide you along the way with sound, objective financial advice.
For clients without ongoing needs or those who feel comfortable managing their finances on their own.
COMPREHENSIVE FINANCIAL PLAN
For clients who would like to have a personalized financial plan created for them, without any ongoing services.
ONGOING FINANCIAL PLANNING
For clients who would like ongoing financial advice and planning services.
For clients who would like investment management services in addition to Ongoing Financial Planning.
At Pacific United Planning, I focus on helping clients regain control over their finances in order to live life to the fullest. No matter what stage of life you are in, what job you hold, or what dreams you may have, I can help you navigate the challenging terrain of today’s uncertain financial world and develop personalized solutions.
I take the time to learn about what’s important to you and your family. I analyze the challenges you face now, and those you expect to face in the future.
I review and analyze the information you share with me and design solutions that help you succeed. I present my plan to you, as well as the advantages and disadvantages of your choices.
I execute your customized strategy using the extensive tools I have available. I walk you through the process and make it as easy as possible.
I provide ongoing guidance and support to help you stick to your plan. I monitor your progress and recommend changes as needed.