Family Financial Planning

for Oliver and Max - the two boys I never had the chance to watch grow up

I believe being a parent — however that happens, and however you come to it — is one of life's greatest blessings, and one that comes with a unique opportunity to set a child up for lifelong financial success.

Whether you're a parent, a parent-to-be, a grandparent, or a parental figure, I offer pro bono, no-obligation consultations to help you think through topics like education funding, financial literacy, and gifting or legacy planning for the children in your life.

Please use our contact form to inquire and schedule your session.

Planning Topics

Family financial planning can span a lifetime — from saving for a child's education and building strong financial habits in adolescence and early adulthood, to gifting and legacy planning in a tax-aware manner as circumstances allow.

Education Funding

Building a tax-advantaged savings strategy so a child’s college years are met with options, not financial strain.

Financial Literacy

Teaching children and young adults the foundational money skills — budgeting, saving, credit — they need to set them up for future financial success.

Early Career Planning

Helping young adults navigate their first real paychecks, benefits, and financial decisions as they step into independence.

Legacy Planning

Structuring gifts and wealth transfer to heirs in a way that’s tax-efficient and aligned with your family’s values.