Of course. One of the perks of having a virtual practice is that you can be anywhere and we can work together seamlessly. Our technology platform provides a seamless experience for clients no matter where they live.

Absolutely. Many of my clients live in Heber Valley and are either retired or planning for retirement. I help them create simple, tax-smart financial plans that align with their lifestyle and long-term goals. Whether it’s managing investment income, reducing taxes, or figuring out when to claim Social Security, I’ve got them covered.

No. The first meeting is free and is not a high pressure sales pitch. This meeting serves as time to get to know one another and see if we are a great fit for one another. We will discover areas of opportunity, and discuss how we can move forward together.

Green investing is the process of using special analysis while constructing portfolios to determine which particular companies are good stewards of the environment. A portfolio with a green investing focus will include companies with lower carbon footprints, as well as a higher usage of sustainable energy among other things. In short, green investing is the process of aligning your portfolio with environmental considerations to construct an environmentally friendly portfolio.

No. While we offer an extensive array of green investing opportunities, we also offer traditional investment portfolios that are constructed without environmental considerations.

I try to be as upfront as possible about this. We charge a percentage based asset management fee. If you look above in the main navigation you will see a link to prices. You can find all the info you need there.