why Selah
WHAT WE'RE ALL ABOUT
Selah Portfolios & Planning was born in 2019 with the goal of bringing confidence and organization to people's financial life through education, stewardship and empowering wise decision making.
The name Selah comes from the Bible - it is used in songs and is said to mean a pause & reflection of what was just said. My favorite part of the client experience is when the client has that pause & reflection where they fully understand their plan, their finances & how it is all going to work together. You can see the stress lift from their shoulders. The goal of Selah will always be for clients to experience that moment when working together.
signature package
ALL-INCLUSIVE ADVISING
If you don't want to have to think about any area of your finances — this is the package for you. I'll either manage or recommend portfolios for all of your investment accounts, create a living financial plan as well as provide any offered service necessary to your particular needs.
starter package
This package is perfect for those that are just beginning their investment journey. We will cover budgeting, debt payoff, savings rates, etc and give the accountability you need to hit your long term goals.
a la carte services
For those that are only needing help in specific areas, you can choose to purchase services individually. This might be best if you are a DIY investor but still want a little guidance and extra set of eyes on your choices.
LET'S GET ORGANIZED
areas of focus
WEALTH
MANAGEMENT
We help your current financial situation, identifying goals and gaps to help align your vision with your values.
RETIREMENT
PLANNING
We create plans to help you pursue your retirement number so that you can spend more time doing what you love and have control over your retirement.
INVESTMENT
MANAGEMENT
We create a custom portfolio of investments that fits your plan, goals and risk tolerance to put your money to work in order to pursue your goals.
ESTATE & TAX
PLANNING
We utilize tax strategies and consider estate planning goals, while working closely with your professional network, when developing financial plans and portfolios.
RISK
MANAGEMENT
We identify, target and mitigate risk in both our investment strategies and in planning for life's unexpected events.
BUSINESS
PLANNING
We help evaluate business goals and spending to put together a plan for growth, including utilizing a retirement plan that fits your business needs.
frequently asked questions
01. ARE YOU A FIDUCIARY?
Yes — I am held to the fiduciary standard which means I act in the best interest of my clients.
02. ARE YOU INDEPENDENT?
Yes — I am independent but go through the broker/dealer LPL Financial.
03. WHO IS LPL FINANCIAL?
LPL Financial is the largest independent broker/dealer in the nation. They do not sell any of their own proprietary funds, which means I am not incentivized to sell you particular funds.
04. HOW DO YOU CHARGE?
The majority of my business is fee based. As I help you grow, I grow.