Sailing on the San Francisco Bay is a great experience. While the weather can be really nice, there can be unexpected problems that can arise that requires thoughtful analysis, collaboration with the crew and crucial decision making. My experience made me think about my role to my clients.
As your Personal Financial Counselor, I see myself as the captain/navigator of your ship. My job is to assist you in getting to your family’s financial and investment goals, with the least worry. I can’t promise you no problems, but I can promise that I’ll utilize my experience and expertise to take you on the smoothest trip that I can. And if we do hit problems, I won’t "jump ship" on you. I’ll be your teammate throughout until we get you to your destination.
Have You Charted Your Financial Course Yet?
Newsletters
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.