Your Certified Financial Planner Serving Cincinnati

Specializing in helping mid-career individuals and families create a financial foundation to balance today's needs with tomorrow's desires.

"Balance is not better time management, but better boundary management.  Balance means making choices and enjoying those choices." - Betsy Jacobson



Image for My Journey through 6 months of Unemployment

December 12, 2024

My Journey through 6 months of Unemployment

Many of us have joked about how nice it would be to not have a job and to just retire into the sunset....

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Image for Stop Overpaying for Bourbon

December 11, 2024

Stop Overpaying for Bourbon

Two things about me: 1. I live in Kentucky, and 2. I enjoy bourbon.

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Image for A lot of Wealth in one Stock?

December 10, 2024

A lot of Wealth in one Stock?

Having significant Wealth in one stock can create stress and opportunity.

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We look forward to collaborating.

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