Personalized Roadmap

Your goals, values and circumstances are unique to you, and so your financial plan needs to be tailored and specific to your life.  New Phase Financial believes a personalized financial plan - one that aligns your money with your goals and values -  is a roadmap for a well-lived life.  

Advice-Centric Fiduciary

New Phase Financial is an advice-only, fee-only firm. I do not manage investments, nor do I make money through commissions, product recommendations or finders fees.  You can be confident my advice is in your best interest and conflicts-of-interest are diligently avoided.  

Education-Driven

I am passionate about providing clients the knowledge and tools they need to build confidence and peace-of-mind in their financial lives.  My clients aren't looking to "hand over the keys" to their finances; they are looking for expertise and decision support.