My financial planning services are tailored to fit your distinct path, whether it's a creative pursuit, entrepreneurial venture, or an unconventional lifestyle. I understand the challenges of non-traditional journeys and are here to guide you towards financial security while embracing your individuality.

I am committed to crafting strategies that align with your goals, dreams, and risk tolerance. Explore my website to discover how I can help you thrive financially, no matter where your unique journey takes you.

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At AFT Planning, we celebrate the exceptional. 


Personalized Advice

No Minimum

Fee Only

6. Adapt as needed

5. Monitor

4. Implement Recommendations

3. Planning Meeting -  Initial Plan Framework and Recommendations

2. Initial Meeting - Review Cash Flow, Set Intentions, and Analyze Investments

1. Initial Call

Initial Planning

Ongoing Planning


Member Of

Estate and Legal Guidance

Risk Management


Investment Management

Goal Planning

Cash Flow Analysis

An overview of of the topics we'll cover.

How can I 
help you today?

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