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A good financial advisor can add the equivalent of +1.59% in annual portfolio returns through financial advice alone.

My Financial Planning Philosophy

I act as your dedicated financial planner and I am committed to helping you make better financial decisions. The better the decisions, the more likely you are to reach your financial goals.  I am here to act as your financial partner and counselor.

 

Whether you are saving for retirement, building a real-estate portfolio, or just starting out, the principles are the same. How you earn, spend, and invest your cash-flow will determine your future financial lifestyle.  I approach financial planning in a very scientific, data-driven way.  I use a cash-flow based financial planning process to determine the best course of action you should take. When determining the different possible outcomes, I rely heavily on comparing different possible scenarios.

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Financial goals on notepad on blank note
Top view hands of agent and client shaki

The Financial Planning Process

1

Fact Finding Session

2

Follow up questions

3

Plan Presentation

4

Plan Implementation

Problem Solvers: Questions We Can Help Answer

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Click on the appropriate area below for a brief questionnaire or for more information on the topic

Welcome to NCSC Planning's scheduling page. Please choose the type of meeting you would like schedule:
A 30 minute conversation to discuss your particular circumstances and to learn more about the firm and to see if NCSC Planning would be a good fit
This is a free one hour, in person introductory meeting to learn more about your needs and to see how I can help you
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