I established Calibration Financial to support families and their businesses with an objective approach to their financial wellness. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you develop solutions for your personal and financial goals.
Along with providing tools such as interactive planning software and biblically or socially responsible investment models, my approach is to provide education and resources to support you in achieving your goals.
I work with clients who need a trusted partner to guide them, whether that is saving for their first emergency fund or establishing a tax-efficient withdrawal strategy for their retirement. And because of my structure, I'm able to keep my practice small and relationships personal, so you won't be just an account number or file I review before we meet.
Firm Start Year
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Additional Details on Charges
Minimum Fee Charged for Managed Accounts
Bachelor of Science - Business