Our Services

Services

  Pacesetter Planning offers our clients multiple service models, all uniquely designed for engaged or newly married couples in their 20s and 30s.

Comprehensive Financial Planning

Our Comprehensive Financial Planning program is similar to working with a personal trainer at the gym to develop a schedule and train for a marathon. We work together to produce a holistic and straightforward Pacesetter Plan, and then team with you - one part coach, one part accountability partner – over a series of financial “workout” sessions to help you reach your financial goals. Read more...

Quick Start Program

Comprehensive Financial Planning is great, but some people may not be ready for it.  Maybe you are a doctor right out of med school, and are primarily concerned about managing your student loans (I'm married to a second-year resident physician, I know the drill!).  Maybe you are working in the corporate world, and your main financial concern is trying to decide whether or not it makes sense to pursue a graduate degree.  For those people who are looking for guidance on one or two financial topics, a Quick Start Program may be the right fit.  Read more...

Investment Management

I also help clients manage their investments.  My investment philosophy is centered around building a well-diversified, tax-efficient portfolio of low cost investments such as ETFs and Index Funds, complemented by holdings of blue chip stocks, as appropriate.  Any investment holdings will be structured around your specific goals and comfort with taking risk.  Read more... 

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