Your Best Path:
The firm where your values clarify your aspirations and drive the discovery of your unique best path forward.
Fee-Only Financial Planning in Fairfax, VA, comprehensive financial planning, retirement planning, and investment management locally and Nationwide.
That's me in the rapids, in the middle, with my paddle still in the water while everyone else is fearful. I treasure this picture from my 20s because it reminds me that when things get tough, I have always been really good at keeping my head and figuring out what to do. I'll be there for you with the expertise, tools, and experience to keep you moving forward. Together we will transform your financial life from a source of stress to a source of strength and move you toward your financial and life goals.
I will serve you as a fiduciary at all times and never take compensation from anyone, at any time, other than the fees you agree to in advance.
I am a leader in the movement to align investing with values and was in the first class to receive the CSRIC® designation - the only certification for study in the SRI/ESG discipline.
We use the best available practices of sustainability in our home office.
We save you money and time in transit by doing business virtually and minimizing our overhead costs.
We have no minimum asset or net-worth requirements and no minimum project size. We believe everyone should have access to quality planning and advice without exception.
We are process-based. Our goal is to provide knowledge and expertise in developing a plan that is in your best interest and then assist you in implementing the plan. We receive no compensation of any kind, from any source, at any time, other than our fees.
We are experts in investing with integrated ESG (Environmental, Social, and Governance) criteria. If you wish to invest in this way, we will place your values at the forefront of our screening process. The evidence is in. Investing in companies selected by integrating ESG criteria leads to results as good as or better than investing without any screening. We are uniquely positioned to serve clients interested in this approach, formerly known as SRI (Sustainable, Responsible, and Impact or Socially Responsible Investing.)
You’ll know where you stand financially and what actions will provide you with the greatest opportunity to reach your goals. We offer thoughtful, candid advice and clear action plans.
We consider the broad view of your financial life, values, and preferences in developing your plan, and we counsel you on how the many factors affecting financial well-being will play out over the course of a lifetime. We define wealth as what is most important to you.
We provide financial advice and planning of the highest quality and care. We reduce conflicts of interest as much as possible and fully disclose any conflicts we cannot eliminate.