How I Serve You
Your Coach, Planner and Guide for Building & Preserving your Wealth
Based in Chatham, NJ, serving clients nationwide.
SERVICES
Family and Personal Essentials
My mid-career and mid-life clients often ask me:
“Am I doing the right things to prepare for my kids’ education, or an emergency? Am I putting enough into my retirement plan? What about the gaggle of 401(k)s I have from former employers?”
I can help you:
Then, as an experienced financial coach, I can help you get and stay on track.
Retirement Ahead
“Can I afford to retire? When should I take Social Security? What is my best option for Medicare? What about annuities? Would long-term care insurance be a good choice for me?”
I’ll help you explore your options and find what’s right for you:
I can help you make confident choices.
Personal and Family Crisis
If you’ve recently been widowed, your life is upside down and you’re probably a little scared. I can help make sense out of complicated and stressful issues and help you get your financial house in order.
How I support you:
I’m on your side, and I’m here to help.
Special Needs
Questions that come with caring for a loved one with special can include:
I can help you:
Financial Coaching For Young Professionals*
My coaching clients come to me for guidance on:
Click here if you are a young professional and would like to be considered for coaching.
What is Fee-Only?
I Can Be Your Coach, Guide & Mentor