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Let’s Begin the Journey.

As a sworn fiduciary and fee-only Financial Planner, I have your best interests in mind. Fee-Only means that you pay me directly for my services. I don’t sell products or make commissions. I work for you. I believe that working together you can enjoy a great life with financial security achieve your financial goals.

ABOUT NORTH HAVEN FINANCIAL

Client Centered

We started North Haven Financial because we see a great need to assist people in achieving financial security, so that they can live their best lives.

If you are approaching retirement or have recently retired, the need to have a clear financial plan has never been greater.  Investments are important, but ultimately money is only a tool to be used in service of creating a life that you love.  We want to help you achieve confidence and financial security in a way that supports a fulfilling meaningful life.

ABOUT YOU

ABOUT YOU

We would like to share a little bit about our clients to help you feel at home in the NHF community. Although they are each unique in many ways, what is common include a love of life,  kindness and generosity.  

As you might expect, our clients enjoy a wide variety of interests including international travel, spending time with family, golf, pickle ball, live music, spending time at the ocean, teaching sailing, wilderness camping & often a love of dogs. One client recently fulfilled a dream by completing a cross country a bike trip from Washington State to Bar Harbor Maine. We are excited to learn about the adventures you are planning for the next phase of your life.

Residing in more than a dozen states, our clients also have many different professional backgrounds including nursing, education, engineering, law, non-profits, family run businesses and state & federal government service. They volunteer their talents for libraries, churches, nursing facilities, animal shelters, Habitat for Humanity, veterans assistance and homeless assistance organizations. Clients have rebuilt homes after hurricanes, and built schools in rural Alaska & Liberia.  Last year, clients donated over $88,000 to charitable & non-profit organizations. 

We do our best work with people who are approaching retirement or recently retired and who want to take control of their financial future. Let’s have a conversation and we will decide together if North Haven Financial is a good fit for you. If not, I have a large network of like-minded colleagues. I will do my best to recommend someone who can help you.

Memberships and Professional Certifications

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