While I provide holistic, comprehensive financial services for clients from a variety of backgrounds and circumstances, my services are especially valuable for Washington, D.C., insiders, and professionals without children across the country.
Washington, D.C., Insiders
Government relations professionals, including lobbyists, attorneys, and communications specialists know how Washington works and must constantly adapt to the challenges of the job. From personal experience as a former Hill staffer and lobbyist with a decade of experience specializing in budget and appropriations issues, I understand how demanding and important this work is and how little time busy professionals have to manage their own financial affairs. My experience in this realm is a boon to hardworking individuals navigating an ever-changing political landscape.
Professionals Without Children
The financial goals, challenges, and aspirations of individuals and couples without children often differ significantly from those of families with children. Some areas of differences include:
- Saving Goals
- Insurance Needs
- Legacy Plans
- Vacation Plans
- Overall Financial & Estate Plans
As a highly credentialed financial advisor who chose not to have children, I understand these issues. My wife and I have worked through some of the same questions and challenges that you may be facing. I’ve spent years helping clients without children navigate the difficult decisions most financial advisors not only can’t relate to, but don’t even think about. My unique perspective provides my clients who don’t have children with an enhanced level of confidence in my services.