I am a Fairfax, VA Fee-Only Financial Planner. At Your Best Path Financial Planning, I provide comprehensive financial planning, retirement planning, and investment management to help clients organize, grow, and protect their assets. I serve clients as a fiduciary at all times and never take compensation from anyone, at any time, other than fees the client agrees to in advance. I am a leader in the field of Sustainable, Responsible, and Impact Investing (SRI), among the first to receive the CSRIC™ designation - the only certification for study in the SRI discipline.
Each word in our name is, by itself, a declaration of our values:
Every one of us has a unique story. Naturally, every financial plan should be connected to and reflect that unique story. So for me to help you as best I can, I need to know where you came from and where you want to go. Any planner can get into the dry facts, but when we get acquainted I will take the time to listen to you and hear you – your values, your dreams, your story – with empathy and optimism. The way forward will be uniquely, distinctly yours.
Financial planning is a journey. Like a hike up a mountain, there will be some work involved. You will have to gather information, talk about your present situation and your goals for the future. Oftentimes trade-offs will have to be weighed. But in the end, you will have a clear view of the road ahead, the peace of mind that comes from knowing you have this handled, and a collaborator along the path with you to talk to any time.
We specialize in families or individuals in their peak earning years or just on either side of retirement -times when the complexities of your financial life increase.
We have the expertise, the experience and the tools to take your financial life from a source of stress to a source of strength.
Whether you work/worked in the private sector, government, non-profit, or the military,Whether you family is traditional or modern,Whether you are married, single, divorced, or widowed,
We are ready to serve you.
CSRIC: Chartered Sustainable, Responsible, Impact Investing
The Garrett Planning Network
NAPFA: the National
Association of Personal Financial Advisors
for Sustainable and Responsible Investment
I hope you enjoy exploring my site.
When you are ready, click the button below to access my calendar and select a time for us to talk on the phone or meet.
There is no fee or obligation for our time getting to know each other.
Due to the pandemic, in-person client meetings are not available for the time being. At Your Best Path Financial Planning, we are fully capable of meeting all your client needs via web-based video meetings, cloud-based file sharing, and other solutions that have been in place since the foundation of our business. We will never compromise on the security of your data nor the health and safety of our clients, colleagues, and loved ones.