© 2018 by Your Financial Partnership

Conversations about Money

Talk with someone who knows your needs and can answer your questions

Have you ever had a challenge understanding your financial life? Don't worry, we all have at some point. Wouldn't it be nice to have an experienced friend to talk through those rough spots? That is what Your Financial Partnership can do for you.

Financial Plans

Having a course set out is the first thing you do whenever you go somewhere, yet many of us don't have a plan for our financial lives.

Cash Flow

Where is all your hard-earned money going? Getting a handle on your personal cash flow will give you the confidence to move forward.

Portfolio Management

From 401(k)s and IRAs to brokerage accounts and inheritances, our investments need to be working for us and toward our goals.

Questions around how you are going to pay for college? This snapshot includes 90 minutes of time with a certified professional who can answer you college questions.

College Snapshot
Hourly As Needed

For situations where you want a specific question answered and have all the rest covered, we can help with a consultation based on the hours needed to get your answer.

 

We're Qualified to Work with You

Years of Experience
Qualified Experts
Account Minimums

About Us

I've always been fascinated with money. From the first candy bar it bought me to the retirement accounts that will keep me afloat in my old age, I have found it easy to wrap my head around financial facts. I now help families going through a transition with their money questions, guiding and building your future together. 

 

If you have questions, I offer a free 30-minute conversation to talk it through. If you find that helpful, we can discuss what services are best for your situation. As a Fee-Only advisor, I never take commissions or sell you a product that sends money to me or my company. I will be upfront and transparent about all the advice I give and any compensation I receive. With your money, it's no less than you deserve.

 
Let our experience lead to your peace of mind
 

Contact us

Email & Phone:

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Call or Text: 816.208.8846