Retire with confidence and pursue your greatest dreams.

We help turn decades of savings into a lifetime if income.

Fee-Only Financial Planning

Fee-Only
We never earn commissions or sell products. Every recommendation we make is in your best interest — full stop. That matters most when you have a lifetime of savings on the line.

Specialized in Retirement Complexity
Rollovers, RMDs, Social Security timing, Roth conversions, healthcare costs — retirement income planning is not one-size-fits-all. We specialize in the decisions that have the biggest impact on your financial outcome.

Unlimited Access
Your life doesn’t happen once a year, and neither should your financial planning. With MADE, you can reach out anytime, whether you’re making a big decision or just need a quick gut check.

Personalized Income Strategy
We build a retirement income plan around your life: when you want to retire, what you want to do, and how long you want your money to last. Then we optimize every lever — taxes, investments, Social Security, and spending — to make it work.

A Partner for the Long Haul
We don't just help you get to retirement. We help you thrive in it — adjusting your plan as your life, the markets, and tax laws evolve.

Areas of Expertise

  • 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.

Areas of Interest

  • 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.

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.

FAQs

  • It shows the broad landscape of financial advisors in the U.S. Of roughly 300,000 who offer advice, only a small fraction are fee-only CFP® professionals — those who always act in your best interest. The pyramid highlights how rare true fiduciary, client-first advice really is.

    • Fee-only advisors are paid only by clients — no commissions, no product sales.

    • Fee-based advisors can charge fees and earn commissions, which can create conflicts of interest.
      Fee-only ensures advice is objective and fully aligned with your goals.

  • CFP® professionals have completed rigorous education, passed a comprehensive exam, and follow a strict code of ethics. They are trained to see your full financial picture — not just investments — and are held to a fiduciary standard of care.

  • A fiduciary is legally and ethically bound to put your interests first. That means transparent advice, full disclosure of conflicts, and recommendations made solely for your benefit.