Services

FOCUS

My clients are individuals, families and small businesses. I focus on helping them achieve their financial goals with the greatest comfort and success.

I help my clients manage their current financial risks and invest for the future. There are normally a number of different ways you can manage your finances to reach your financial goals. I can help you understand these different methods and can help you choose the path that will be most comfortable for you.

I spend a lot of time getting to know my clients and their current financial condition and concerns. I try to understand their attitudes toward money and their comfort level with different types of risks and investments. Once I understand my clients’ needs, expectations and attitudes toward money and risk, I identify a course of action. I can help you make the right financial decision to meet your near term needs and keep your overall investment strategy on track to meet your goals.

PROCESS

If you become a client, I will assess your financial situation and work with you to define short and long-term goals, from real estate purchases and insurance needs to college funding and retirement distributions. Then, we work out a plan to get you there and monitor and adjust that plan over time. I am dedicated to educating my clients about prudent investment and financial decision-making strategies.

One of my most significant contributions to my clients’ success is the ongoing assessment and interpretation of their needs, goals, resources and choices. As your financial needs and plans for the future evolve, so will your investment portfolio and overall financial risk level.

EXPERIENCE

I am a Certified Financial Planner™ (CFP®) and have worked as an investment advisor for over 17 years, first as an advisor to large institutional investors and since 2004 as an advisor to individuals and small businesses.

GETTING STARTED

Getting started with Olympic Financial Strategies is easy. The first step is to meet for a free initial consultation. I will review your current financial picture, define your goals, answer your questions and provide you with no-strings-attached recommendations.