Boulder Financial Planning Company

In the last 20 years, I’ve retired 60 times with my various clients. Most people only do it once — which is too bad: you get better with practice. I’ve seen firsthand how the right plan can change a family's future. It’s my mission to share these lessons so you get there faster and succeed on day one of retirement. Some approach retirement like a static mathematical equation - it’s not. It is about funding your purpose, protecting your time, and building a lasting legacy. It is about solving a dynamic, multi-decade cash flow puzzle. I specialize in transforming complex balance sheets into reliable, tax-efficient income streams. For those building wealth, I am comfortable with the technical side of financial planning. I began my career in public accounting and only later transitioned to comprehensive financial planning. That foundational experience taught me that true wealth management is not just about what you earn—it is about what you keep. As a dual Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®), I translate complex tax codes into clear, actionable wealth strategies At the end of the day, main goal is to take the stress out of money. Whether you are trying to navigate a successful retirement, manage a complex business exit, handle a major life transition, or pass wealth down to your kids, I’m here to help. I don't believe in just talking about financial theories—I focus on real-world, personalized strategies that build lasting success.