Guiding you to financial freedom and empowering you to pursue your greatest dreams.

Fee-Only Financial Planning

Accessible Financial Advice
We believe quality financial guidance should be available to everyone, regardless of net worth.

Fee-Only
Don’t Pay high fees for mediocre advice. As a fee-only firm, we are committed solely to your best interests—no commissions, no sales, and no hidden fees.

Personalized Support for Every Stage
Whether you’re just starting out, navigating major life events, or refining long-term goals, our advice is tailored to your unique needs.

Empowering Financial Confidence
At MADE, we empower you to achieve your financial dreams with clarity and confidence.

Areas of Expertiese

  • Guiding clients through retirement planning and Social Security analysis, helping them optimize benefits, develop sustainable withdrawal strategies, and achieve financial security in retirement.

  • With a background in academia, I understand the unique financial challenges faced by university educators and administrators. From navigating tenure and pension systems to planning for retirement and managing student loans, I help clients in the education sector create customized financial plans.

  • Guidance for individuals and families who have received a windfall—such as an inheritance, settlement, or large bonus—to make thoughtful, long-term financial decisions, ensuring they preserve and grow their newfound wealth.

  • Expertise in helping public sector workers understand and maximize their retirement benefits, including pensions, 457(b) plans, 403(b) plans, and other government-sponsored retirement programs, while aligning these with broader financial goals.

  • Passionate about helping clients pursue financial independence and early retirement. By leveraging principles of the FIRE movement, I assist clients in streamlining their finances, optimizing savings, and achieving their personal freedom goals.

  • A hobby of mine is helping clients navigate travel rewards programs, including credit card points, airline miles, and hotel loyalty programs, to make their travel experiences more affordable and rewarding.

Areas of Interest

Values

  • Equipping clients with the knowledge, confidence, and literacy to take control of their financial future through continuous education.

  • Building strong, transparent relationships by walking alongside clients with honesty and support throughout their financial journey.

  • Getting it done—taking decisive action to turn financial plans into reality.

  • Embracing new ideas and approaches to stay at the forefront of financial planning.

  • Promoting long-term, responsible financial practices that benefit clients and the community.

Book a Free Introductory Meeting

Schedule a complimentary introductory meeting to:

  • Discuss your goals, concerns, and financial aspirations

  • Learn about our services and approach to financial planning

  • Explore how we can collaborate to build a strategy tailored to you

This no-obligation meeting is a relaxed opportunity for us to get to know each other, answer your questions, and see if we’re the right fit for your financial needs.