I'm already contributing to my 403(b) or 401(k). Do I still need a financial advisor?

Yes — and here's why:
Your workplace plan is just one piece of the puzzle. Most clients I work with are doing the right things… but not always in the right order. A personalized plan connects your savings, taxes, insurance, debt, and future lifestyle in a way your employer’s plan can’t.

I feel overwhelmed by my debt. Can you still help?

Absolutely. Many clients come to me feeling stuck or ashamed about debt. But financial planning isn't just for the wealthy — it’s a tool to get there. I’ll help you prioritize, plan, and breathe easier, even if you’re starting behind.

What makes you different from other advisors?nbsp;

I don't sell products or work on commission. I give advice that's 100% in your best interest, every time. And because I’ve worked with people just like you — healthcare professionals, business owners, late starters — I know how to help you make progress without feeling judged or overwhelmed.nbsp;

Do you work virtually or in-person?

Both. Most of my clients love the flexibility of Zoom meetings, but if you're local to Houston, we can meet in person as well. It’s about what works for you.nbsp;

How much does it cost to work with you?

Planning fees vary depending on the complexity of your situation. Some clients pay a flat fee, some a percentage of assets. I’ll explain all options clearly, with no pressure and no surprises. The first meeting is always free.nbsp;

I feel behind. Is it too late to start?

Never. I’ve helped clients in their 50s and 60s create incredible momentum toward financial independence. You’d be surprised what’s possible once you stop spinning your wheels and start making intentional choices. 

Do I have to move my investments to work with you?

Not necessarily. I can provide advice even if your accounts stay where they are. But if it makes sense to move assets under my care, I’ll walk you through what that looks like — and why — with full transparency.