Comprehensive financial planning may start with understanding your individual situation.

You’ve found your way here for a reason. Maybe you’re concerned about taxes affecting your wealth. Perhaps you’re considering retirement planning. Or you might be a professional or business owner who knows you want to do more with your finances but aren’t sure where to start.

Whatever brought you here, I’m glad you’re taking this important step. As an independent fiduciary* advisor in Sarasota, Florida, I work with high-income professionals, small business owners, retirees, and high-net-worth families to help them navigate financial decisions.

My approach focuses on personalized service: I operate a boutique practice from a home-based office, which helps me manage overhead and allows me to focus on what matters most—building relationships and providing personalized attention that works to put your interests first.

Whether you’re exploring tax planning strategies, looking for investment management through Charles Schwab, considering alternative investments** when appropriate for qualified investors, or need guidance on 1031 exchanges** for your real estate holdings, I’m here to provide fiduciary* guidance.

Your first consultation is complimentary, with no obligation.

What to Expect During Your Consultation

Our Initial Meeting May Include:

• Understanding Your Situation: We’ll discuss your current financial position, goals, and concerns

• Exploring Your Objectives: Whether it’s retirement planning, tax efficiency, or investment management

• Reviewing Your Options: We’ll explain how our services might align with your needs

• Answering Your Questions: No question is too basic or complex

• Discussing Next Steps: If we’re a good fit, we’ll outline how we might work together

Important: This initial consultation is educational in nature and does not constitute financial, tax, or legal advice. No advisory relationship is established until appropriate agreements are signed.

Geographic Service Areas

Primary Service Area:

Sarasota County, Florida:

• Sarasota

• Siesta Key

• Lakewood Ranch

• Venice

• Osprey

• Bradenton area

Extended Service Areas:

We also work with clients throughout Florida and other states where properly registered through virtual meetings and secure technology platforms.

Important: Services are provided only in states where properly registered. Please confirm registration status for your specific location.

Virtual Meeting Capabilities

We use secure video conferencing technology to serve clients beyond our immediate geographic area. Virtual meetings allow us to provide the same level of personalized service regardless of your location.

Technology We Use:

• Secure video conferencing platforms

• Document sharing systems

• Electronic signature capabilities

• Encrypted communication tools

Before We Meet – Helpful Information

Consider Bringing or Having Available:

• Recent investment account statements

• Tax returns from the past two years

• Information about employer benefit plans

• Details about insurance coverage

• List of financial goals and concerns

• Questions you’d like to discuss

Important: While this information can be helpful, it’s not required for our initial conversation. We can discuss your situation at whatever level of detail you’re comfortable sharing initially.

Frequently Asked Questions About Getting Started

Is the consultation really free? Yes, your initial consultation is complimentary with no obligation. This allows us to get to know each other and determine if we might be a good fit for working together.

How long does the initial consultation take? Initial consultations typically last 30-60 minutes, depending on the complexity of your situation and the number of questions you have.

Do I need to prepare anything special for our meeting? While having financial information available can be helpful, it’s not necessary for our initial conversation. We can start by discussing your goals and concerns.

Can we meet virtually if I’m not in Sarasota? Yes, we regularly conduct virtual meetings with clients throughout Florida and other states where we’re registered. Geographic distance doesn’t prevent us from working together effectively.

What if I’m not sure I’m ready to work with a financial advisor? Our initial consultation is designed to be educational and exploratory. There’s no pressure to make any decisions during or after our meeting. You’ll have time to consider whether our approach might be right for your situation.

How do your fees work? We have a transparent fee structure that we’ll explain during our consultation. Fees vary based on the services you need. You can also find detailed information on our Services & Rates page.

Ready to Begin?

Two Easy Ways to Schedule Your Consultation:

1. Call Direct: 941-867-7572

2. Online Scheduling: [Request a consultation through our secure contact form]

Important Disclosures

* This fiduciary duty applies to our advisory relationships under current registration and does not extend to brokerage transactions, which are governed by different standards.

**Alternative investments involve substantial risk, may be illiquid, and are not suitable for all investors. Investors should carefully review offering documents and assess personal risk tolerance before considering such investments. 1031 exchanges involve complex tax and legal considerations; consult qualified professionals before proceeding. See disclosures in footer for additional information.

No Advisory Relationship: This initial consultation and website content do not establish an advisory relationship. Formal advisory relationships are established only through appropriate written agreements and disclosures.

Educational Purpose Only: This information is for educational purposes only and does not constitute investment, tax, legal, or financial advice. No content should be construed as a recommendation to implement any specific strategy.

No Guarantee of Results: No financial planning strategy can guarantee specific outcomes. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results.

Individual Suitability: Strategies that may be appropriate for one person may not be suitable for another. Individual circumstances including income, family situation, risk tolerance, and time horizon significantly affect the suitability of different financial planning approaches.

1031 Exchange Considerations: 1031 exchanges involve complex tax and legal considerations. Tax laws may change, and individual circumstances vary. Consult with qualified tax and legal professionals regarding your specific situation.

Geographic Limitations: Services are provided only in states where properly registered. Registration status may be verified through regulatory databases.

Technology and Privacy: Virtual meetings and electronic communications are subject to technology risks including connectivity issues and potential privacy considerations. We use secure systems and follow privacy best practices.

Professional Consultation Required: Before implementing any financial strategies, consult with qualified professionals familiar with your specific circumstances.