Fee Only Financial Planner

If you are looking for a fee only financial planner specializing in financial planning, wealth management, divorce planning, business planning and tax planning, we offer financial planning tools to make the process easier. 

My goal is to provide a source of financial information and tools to assist you in getting the information you need to reach your financial goals and to becoming  a savvy investor and consumer. You will find sections devoted to financial planning, starting your own business, consumer tips, saving money while traveling and personal development.

I offer personalize service if you need any specific financial planning services which include comprehensive financial planning, portfolio management, divorce planning, estate and tax planning. Call or email me for further information: free initial consultation.

Fee Only Financial Planning

A Financial Planner™ is a specialist, who through a specific financial planning process, objectively assesses their clients' current financial status, identifies problem areas, and recommends appropriate actions to provide comprehensive, client-based financial planning.

   Financial Planning

The financial planning process consists of six steps that help you take a "big picture" look at where you are financially. Using these six steps, you can work out where you are now, what you may need in the future, and what you must do to reach your goals. The process involves gathering relevant financial information, setting life goals, examining your current financial status, and coming up with a strategy or plan for how you can meet your goals given your current situation and future plans. 

For a detail explanation on comprehensive financial planning just select the Financial Planning section. There you will find information pertaining to cash flow & insurance need analysis, investment and retirement planning along with education, estate and tax planning.

   Wealth Management

Whether you are seeking investment advice, money manager or investing in the stock market, research is a valuable resource when deciding on what to buy and when to sell. Listed under the Wealth Management section you will find some valuable resources to help you get the most from your portfolio.

The Wealth Management Section will provide you with information on stock market research resources : includes Wall Street Journal, Barron's, MarketWatch, Investor Business Daily, Value Line, Zacks Investment Research and Morningstar. Another resource is ADVFN a financial data website offering stock quotes, charts, financials, news , portfolio, and real time data.