Frequently Asked Questions

I work with business owners, busy professionals, and modern families who have already built momentum: careers, businesses, and lives that work but want more clarity and structure around their finances. Most of my clients like to stay involved in their financial decisions yet value having an expert partner to help organize, simplify, and strengthen what’s already in motion.

My expertise comes from a combination of rigorous training and real-world experience. I hold a CFP® certification, which represents the gold standard in financial planning. These credentials ensure I have the technical knowledge to guide you through complex financial decisions.

Equally important, my life experiences have shaped my approach. As a co-founder of a successful design and development studio, I navigated the challenges of running a small business, managing cash flow, and planning for the future. I’ve also experienced the complexities of balancing personal and professional financial priorities like putting kids through college and preparing for retirement.

This blend of formal training and lived experience allows me to offer advice that is not only practical and actionable but also deeply empathetic to the challenges you face. I understand how financial decisions are about more than just numbers: they’re about goals, emotions, and building a life you love.

FAR Financial is an independent, fiduciary, advice-only financial planning firm. I don’t manage investments or sell products, so every recommendation is centered on your best interest. Many of my clients are already making sound financial decisions. I help them refine those decisions, uncover new opportunities, and coordinate all the moving parts so their financial life feels intentional and under control.

help clients enhance what’s already working and fill in the areas that need more structure. That can include:

• Organizing cash flow and spending systems

• Tax planning and coordination with your CPA

• Preparing for future income and retirement

• Education and college funding strategies

• Insurance and risk management

• Business planning and transitions

• Investment structure and strategy

• Estate and legacy planning

Each engagement is customized to your situation and designed to build on your existing strengths while creating clarity for future decisions.

We begin with a complimentary 30-minute Intro Meeting, a conversation to understand what’s working well and where you’d like more clarity or structure. From there, I guide you through a clear process: gathering information, analyzing your current setup, refining strategies, and putting them into action. You’ll always know the next step and how it adds value to your progress.

FAR Financial operates on a transparent, flat-fee basis. You pay for my time and expertise — not for products or percentages of assets. Most clients appreciate knowing the cost upfront and value the flexibility to seek advice as needed. The result is a transparent, collaborative relationship designed around your needs.

I don’t manage investments directly; instead, I provide clear strategy and structure so you can implement effectively on your own with your preferred platform or with my help. This keeps your costs low and your choices transparent, while giving you access to the same level of professional guidance found in full-service advisory firms.

Yes. I work virtually with clients across the U.S. using secure online tools. Whether you’re in New York, California, Washington, Florida, or anywhere else, we can collaborate efficiently around your schedule.

A financial plan isn’t a static document. It’s a framework that evolves with you. After your plan is delivered, we review progress, refine strategies, and make adjustments as life changes. Many clients choose periodic check-ins to keep things aligned and ensure their plan continues to support their growth and peace of mind.

That’s completely fine. Many clients start with a focused project or hourly session to strengthen a specific area — like cash-flow, tax strategy, or investment structure. Even a single session can bring meaningful clarity and momentum. From there, you decide what level of support feels right.

The first step is simple: schedule a free Intro Meeting. It’s a relaxed, no-pressure way to explore how thoughtful planning can support the life you’re already building.