I am an advice only planner that specializes in tax, estate, and business planning. I work often with business owners and self employed individuals to help them make the most of their resources and plan for the future.
As a father to 3 neurodivergent kids, I work frequently with families and highly functional neurodivergent professionals!
I am a firm believer in the CFP® Board of Standards guidelines on the psychological aspects of financial planning. Clients continue to work with me because I emphasize the decision making process and personal values over cultural or traditional ideas of wealth and financial wisdom.