Discover | Outline | Execute | Responsible
I believe change is a part of life. It’s irrational to expect to get somewhere when you do not know where you are going - intentionality matters. I believe that having a clear and measurable goal backed by a written and actionable plan is the foundation. I believe in creating a focused financial plan that has enough elasticity to pivot and adapt to ever-changing circumstances without ever having to compromise on your goals.
When it comes to finances and your life goals, exceptional service is the norm. At DOER, we can’t promise you that our journey will be easy or smooth. There might even be times where you may not like everything we have to say, which is ok. Just know that we will always have your best interest in mind. This is going to be challenging and a lot of work, but we will get through it together.
Action speaks louder at DOER. Together we will get things done or we will not be working together. Action is what ultimately matters if you want to change or achieve anything. We will work with you, for you and keep you accountable for doing the things that you said were important to you. We will work by your side as your advocate.
At DOER you can expect several team members working on your plan. We take a collaborative approach
in problem solving by bringing different expertise within our team as well as working with
our external partners like attorneys and CPAs. We also work with your existing advisors
(insurance agent, CPAs, etc.) to help make sure everyone is on the same page when it comes to
your goals and what you are trying to accomplish.
DOER Financial Planning is a product of my desire to create a relationship where I can truly be who I am with my clients. It’s a relationship where I can be objective and brutally honest with what my clients need rather than be driven by product sales. The fact that I am being paid a fee for my time and advice, allows me to understand and recommend appropriate solutions based on my client’s goals and removes compensation as a factor for my decisions.
I love helping people and seeing them meet their goal through the process of financial planning. I enjoy getting to interact and help with our clients and watch the impact that we have on their lives.
My role is centered around collaborating with our advisors in developing complex personal plans as well as business plans. On the operations side, I help ensure the planning department is running efficiently as well as assisting our advisors that are building out their financial planning practice.
As a planner my role is to support our advisors and their clients through this in-depth planning process. This includes analyzing the client’s situation, addressing any missing pieces, designing the plan, and developing objective actionable recommendations. I collaborate with the client’s advisor to identify and consider any missing pieces of the puzzle to create a concise output that captures the entire picture and maps out the road ahead toward the client’s unique goals and values.
