Welcome to Financial Choreography®

A successful life is built not by the plans we make for the future, but by the decisions we make, and the actions we take, every day.

Welcome to Financial Choreography®

A successful life is built not by the plans we make for the future, but by the decisions we make, and the actions we take, every day.

Photo of Francisco
Photo of Francisco

I help our clients tackle many of life’s most important and confounding financial challenges.

I have experience with: How to grow investments in uncertain market conditions; how to create steady income to maintain and provide a long-term high quality of life; how to appropriately utilize insurance to construct a safety net; how to build and protect wealth over time; and how to leave an enduring legacy that positively impacts future generations.

We Help With:

Financial
Planning

Investment
Management

Retirement
Income

Medicare

Legacy Planning &
Life Insurance

Financial Choreography® offers a structured system of inquiry for making financial and investment decisions that serve your best interests.

Financial Choreography starts where you are. We figure out what currently serves your needs and explore what may be getting in the way of you reaching your goals. We explore what matters to you and what doesn’t, what resources you have and where we might strengthen your overall financial position. We will discuss tools and concepts that you may or may not be aware of. With a deep understanding of these layers I can support you in differentiating between what is essential to you living your vision and what isn’t. My passion is to move you forward and assist you in creating the life you want to live.