Celebrating a banner first year of independent advising

Thank you to all my inaugural clients, friends, and peers who have helped make the first year of Curious Financial Counsel-ing a sparkling success!

Special thanks goes to the law firm of Hughes & Leighton PLLC for supporting my expansion into legal document drafting with supervision and mentorship from some of the best estate planning attorneys in the Washington, DC metro area, while giving me the flexibility to continue building my financial planning business at the same time.

Financial planners, CPAs, and attorneys frequently refer their clients to each other to provide the full spectrum of advice a person needs to handle financial habits, asset management, tax efficiency strategies, and incapacity and legacy planning. My vision in starting Curious Financial Counsel was to fully integrate these overlapping domains, instead of clients getting the run-around looking for advice and services in a fragmented field.

As a Certified Financial Planner and as an attorney, I have a fiduciary obligation to my clients to provide high-quality advice tailored to your individual best interests, maintain your privacy and confidentiality, and disclose any potential conflicts of interest. Complimenting my professional expertise, I have adopted eMoney Advisor as the best-in-class platform for sophisticated, multi-dimensional long-term financial modeling to determine the most efficient path to achieving all your financial goals, and also secure exchange of sensitive financial data and confidential documents.

But even more important than professional standards and technology is the fact that my clients and I can connect person-to-person, without any corporate profit targets distorting our relationship. I can make the time to listen deeply and empathetically to your hopes and fears around money, and to explore strategies for you and your loved ones to build financial security as you define it, instead of applying cookie-cutter industry assumptions.

If you’d like to experience the Curious Financial Counsel difference, I invite you to schedule an initial consultation, or email me with preliminary questions.