There are things I wish I had known in my 20s starting my career about the value of time in saving for retirement & investing. I work with families & small businesses to give them an advantage in preparing for retirement.
My passion is to help. I’ve spent a career in non-profits, education, & community organizations. Now I help my clients live the retirement they’ve always dreamed of.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Have you thought about when you want to retire?
2) What does your dream retirement look like?
3) Do you know how much that will cost & how certain are you that you will be able to afford that dream?
Describe How You Would Like To Be Introduced Via Email