In 2022, I subscribed to Riskalyze, a unique and empowering portfolio construction technology. This application enables me to quantify your comfort with volatility in your portfolio value. Its innovative design uses a few point-and-click selections to quantify, in the form of a “Risk Number”, how much risk you are comfortable with.  A portfolio built using your number is assigned a GPA based on its risk adjusted return.*

In 2023, I subscribed to a powerful financial planning application called RightCapital. In contrast to prior software I've used, RightCapital enables me to build plans funding multiple simultaneous or phased goals or using a cash flow-focused method. In addition, it is highly versatile, with many selections for how I prefer to craft strategies for my clients. So I was not surprised a fellow CFP® designed it - it made total sense. The ability to link bank accounts, mortgages, credit debt, etc keep net-worth accurate. Clients are able to login and view the plan to review results.  Client View