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About

At myFinancialPro, we don’t just plan out retirement income distribution strategies and manage money—we steward purpose. In a world where information is abundant and automation is ubiquitous, our mission is to provide clarity, context, and confidence through deeply human financial guidance. We integrate decades of wisdom, behavioral coaching, and generational stewardship to help you live with intention, not just precision.

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In a world where:

  • AI can optimize your portfolio in seconds,

  • Tax strategies are simpler and standardized,

  • And planning tools are accessible to all...

 

The real value lies in how you live.

 

We exist for people who want to turn complexity into clarity, wealth into legacy, and money into meaning. Our job isn’t to outsmart the system—it’s to help you outlive your fears and outperform your intentions.

Professional Female

Expert Advice and Guidance

We specialize in:

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  • Behavioral and generational coaching that aligns your money with your values

  • Strategic integration of legal, tax, retirement, and investment plans

  • Legacy-minded planning and guidance for families, professionals, and stewards of wealth​

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Along with bringing 30+ years of trusted financial wisdom, clean compliance, and long-term thinking to every conversation, we have the expertise to identify not-so-obvious problems and then develop creative, not-so-obvious solutions.  â€‹â€‹


Complex financial matters welcome

$333 per hour
0.33% assets under management fee

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