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...

Student Loan Planning

We specialize in student loan planning for working professionals who are struggling to make sense of their student loans.  If you’re looking for guidance on how to reduce your student loan burden, our Student Loan Planning package is a great and affordable option. 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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