I grew up on a farm in the beautiful Finger Lakes region of Upstate, New York. My parents instilled the values of hard work, love of God and family, and taught me to love my neighbor and trust and take care each other.
When I graduated from college, my dad and his financial advisor sat me down and said “You should become a financial advisor. You are good with people and at finding solutions.”
I became a financial advisor in 2012 and earned my CERTIFIED FINANCIAL PLANNER™ CFP® credentials not long after. It was then that I realized that the first step to financial health isn’t investing, it is financial planning.
I graduated from Cornell University where I majored in Agricultural Economics and Applied Business and Finance. I previously held the series 7 and 66 licenses as well as life, health, and variable annuity licenses. I currently hold the Certification for Long-Term Care (CLTC®)
Bound under Fiduciary Responsibility (Legally Required to have your best interest in mind)
There is no minimum investment or net worth required for our service
We charge a fixed-fee or an hourly rate depending on complexity, rather than a percentage of investments
Help you build a financial plan to give you peace of mind.
Financial planning involves looking at your entire financial picture to achieve your short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, we develop valuable relationships with our clients to provide you with confidence today and a more secure tomorrow.
Our advanced planning services are designed to help you achieve your long-term financial goals. Whether you're planning for retirement, saving for a major purchase, or simply want to maximize your wealth, we can help you create a customized financial plan that aligns with your unique needs and priorities.
Our wealth enhancement services are focused on maximizing your financial potential. We work with you to identify opportunities for growth and develop strategies for increasing your wealth over time. Whether you're looking to invest in real estate, start a business, or simply grow your savings, we can help you make informed decisions that will help you achieve your financial goals.
Our wealth transfer services are designed to help you plan for the future of your wealth. Whether you're looking to pass your assets on to your heirs, establish a charitable foundation, or simply want to ensure your wealth is distributed according to your wishes, we can help you create a customized plan that meets your needs and goals.
Our wealth protection services are designed to help you safeguard your financial assets. Whether you're concerned about the risk of market fluctuations, potential legal challenges, or simply want to ensure your wealth is secure for the long term, we can help you develop strategies to protect your wealth and ensure it is preserved for future generations.
Our charitable giving services are designed to help you make a positive impact through your financial gifts. Whether you're interested in supporting a specific cause, establishing a charitable foundation, or simply want to make a difference in your community, we can help you create a charitable giving plan that aligns with your values and goals.
Fiduciary responsibility is the legal obligation of a person or organization to act in the best interests of another party. In the context of financial planning, a financial planner has a fiduciary responsibility to their clients, which means they must prioritize the financial well-being of their clients above their own interests. Fiduciary responsibility is a critical component of the financial planning process, as it ensures that clients can trust that their financial planner is acting in their best interests and not simply trying to sell them products or services for their own benefit.
It's generally recommended to review your financial plan at least once a year, or more frequently if there are major changes in your life, such as a job change, marriage, or the birth of a child. This will help you stay on track with your financial goals and make any necessary adjustments to your plan as your circumstances change.
It's never too early to start planning for your financial future. Even if you're just starting out in your career or are still in school, it's important to start thinking about your long-term financial goals and how you can achieve them. By starting to save and invest early, you can take advantage of the power of compound interest, which can help your money grow over time. Plus, by developing good financial habits early on, you'll be better prepared to handle financial challenges that may arise later in life. Whether you're saving for retirement, buying a home, or simply want to build wealth, it's never too early to start planning for your financial future.
Financial planning is the process of developing a customized plan to help you achieve your financial goals. It involves analyzing your current financial situation, identifying your financial goals and priorities, and developing strategies to help you achieve them. This can include budgeting, saving, investing, and debt management.
Financial planning is important because it helps you take control of your financial future. By creating a financial plan, you can make informed decisions about your money, set financial goals, and develop strategies for achieving them. Financial planning can also help you prepare for financial challenges and protect your wealth over the long term.
A certified financial planner (CFP) is a professional who has completed specialized training in financial planning and passed a rigorous certification exam. CFPs are trained to help individuals and families achieve their financial goals through the development of customized financial plans and strategies.
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Best Life Financial Planning is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Best LifeFinancial Planning in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
