My Practice

Our Practice

Providing Sound Financial Advice and Guidance that Aligns with your Values and Goals

Financial Planning Based Investment Strategies

As a Certified Financial Planner (CFP^®), I follow the CFP^® Board’s Professional Responsibility and Code of Ethics. Using best practices and acting with their best interest in mind, I work with clients to create and implement long term strategies that align your investing goals and objectives. Please visit https://www.cfp.net/ to learn more about the importance of working with a CFP^®. I help you stay on your plan and navigate your investments for the long run.

Your financial goals are driven by your heart. Only once you understand what is important to you can you create a financial plan. We recognize and embrace that your heart drives your financial decisions. We can show you mathematically and academically the best strategies. However, the best strategy for you will feel right and align with your values and goals.

Managing Risk

It's not all about getting the highest return! We listen to you and help you understand your risk tolerance. We help you implement a long-term strategy that manages your risk and keep moving toward your goals.

The following are areas that we have specialized knowledge and experience:

Transitional wealth: Periods of transition can be challenging, but our team enjoys working with clients to showcase the opportunity that can shine through during these times of uncertainty. Whether you’re experiencing a career shift, going through a divorce or starting a new chapter in a new city, we’re here to help you manage your finances in a way that allows you to thrive in your next phase of life. For women facing transition, we host a Professional Women’s Networking event that offers opportunities to connect with professionals and recruiters to help in the career search.

Marriage and money: With marriage comes a new need for transparency and communication regarding your finances. Our team is here to assist with everything you need to feel confident, as a couple, about your financial situation. We help create prenuptial financial plans, facilitate conversations around beneficiary designations and work to iron out the complexities that accompany more unique situations, like second marriages.

Domestic partners: Haly has her Accredited Domestic Partnership Advisor designation, meaning she is qualified to address the unique planning needs specific to partners who are not married by law.

Financial organization: A cornerstone in achieving your financial goals is organizing your finances in a manner that sets achievable milestones. Our team helps clients consolidate your finances, and even creates a “grab and go” binder that includes your financial statements and estate planning documents to be used in the case of an emergency.

Financial education: Our team is passionate about financial literacy. Regardless of age, we believe everyone should have a general understanding on how to organize and use their wealth to achieve their life goals. For those close to retirement, we teach pre-retirement classes that include investment strategies. For clients with children, we try to engage the whole family to help create a combined understanding of long-term goals.