Business Page
Cornerstone Financial Planning
Tax & Financial Services
Markets served
Nationwide
Except the following states:
Louisiana
Licenses, Designations or Certificates
Candidate for CFP® Certification Chartered Financial Consultant (ChFC®) Real Estate Financial Coach
About us
I provide financial planning specifically for real estate investors. I combine financial planning with one-on-one real estate coaching and strategy to help my clients make better investment purchases, optimize what they have, and make better sell/1031 decisions to maximize their returns. I'm also a real estate investor (13 doors, syndications) and a Real Estate Financial Coach, and I am working through the CCIM curriculum so I can serve clients at the highest level, especially when it comes to multifamily. My goal is to help my clients make the best investment decisions that mitigate the downsides and maximize potential returns.
Specialties
Financial Planning
Fee-Only
Retirement Planning
Estate Planning
Budgeting
Debt Management
Self-directed IRA
Wealth Management
Insurance Planning
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