Not at all.  I can serve clients in all 50 United States via Zoom.

Not at all.  I work with clients with and without student loans.

Yes.  Since I’m a CFP® professional, I’m required to act as a fiduciary at all times.  This means I must always act in your best interest.

Yes, we are registered with the Commonwealth of Pennsylvania.  Our CRD# is 327021.  Here’s our record on the SEC’s Investment Advisor Public Disclosure (IAPD) site.

Yes, I offer select evening and weekend appointments.