Holistic Private Wealth

CERTIFIED FINANCIAL PLANNER®/Managing Director & Investment Advisor Representative

WHAT I DO:

I help people who are struggling with a Significant Financial Issue. After our one hour session, you may have a break-through of clarity and the relief that comes with having a clear path forward. A Significant Financial Issue might include anything that is dominating your thoughts, such as,

☆ Ability to make work optional (or stop working someday)

☆ Considering an offer from your employer

☆ A major purchase or sale

☆ Buying or selling a business

☆ Divorce

☆ College Funding

☆ Spouses not on “the same page” with financial issues

☆ Purchase or sale of a home

☆ Issues related to an inheritance or estate plan

☆ Being sued, or filing a lawsuit

☆ Any significant financial Issue

WHO I WORK WITH:

Individuals & couples who have a Significant Financial Issue that has long-term financial consequences. I often sit down with affluent individuals who have been wrestling with an issue that’s complex or even hard to describe.

WHY IT WORKS:

We focus on the big picture and your highest priorities first. Our session clarifies, prioritizes, and simplifies even the most complex situations, which is why many choose to sit down with me just before meeting with other Financial Advisors.

WHAT MAKES ME DIFFERENT:

I specializes in helping individuals and couples work through a difficult, complex or significant financial Issue. My process is brief, focused, and positive. Most people find it enjoyable. Seldom is more than a single 1-hour session necessary to achieve a significant breakthrough of clarity.

HOW IT WORKS:

The process is simple.

☆ Book a 1-hour appointment with me to 410-877-1586

☆ Both spouses come in for our session