Hi, I’m Andrew.
Fee-Only CERTIFIED FINANCIAL PLANNER™
I help progressive government employees and retirees make sense of their finances so they can focus on living life.
Managing your finances can feel daunting
The American financial system is full of confusing, high-fee products that make it even harder for working people. I saw this firsthand as a former teacher and DC Government employee when I signed up for a 403(b) retirement plan. When I learned I was set up to pay hundreds of thousands of dollars in unnecessary fees over the course of my career, my outrage fueled a passion to help others.
Now I am a CERTIFIED FINANCIAL PLANNER™ professional working with progressive government employees and retirees in Washington, DC, Maryland, Virginia, and beyond.
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Comprehensive, Fee-only Financial Planning includes:
Organizing Your Finances
We’ll review your monthly cash flow, organize your accounts, and align your spending and savings plan to your goals.
Student Loan Repayment and Forgiveness
Figure out if loan forgiveness is possible, then work step by step to minimize payments and get rid of your loans.
Planning for Retirement
Build a savings plan to retire when you want to. Understand if an early retirement is possible for you and what steps you can take to make it happen.
Investment Management
Understand how investing works and how to invest to reach your goals.
Saving for College
Save and invest for your child’s education goals.
Tax Planning
I’ll review your tax returns, identify opportunities for improvements, and help you avoid common tax mistakes.