CFP & CFA PROFESSIONAL
The background and experience for comprehensive planning and investment advice.
Specializing in the areas common to busy families.
As a fee-only firm, our objective is to provide detailed guidance in your best interest.
We utilize technology and efficiencies to save you time.
Move beyond research towards action and implementation.
We provide comprehensive guidance on a pro-active basis.
An Even Greater Tomorrow.
I founded GuidePoint because I believe that fee-only financial planning provides the road map to an amazing place – financial independence. Financial independence gives you the power to plan for endless possibilities - the power to retire early, send your kids to college, or spend more of your precious time with the ones that matter most.
For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow.
As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have. Send me an email from our contact page or directly schedule a call by selecting a time on my calendar.