Helping People - I’m happy when I can help clients achieve their short and long-term goals, worry less about their finances, and sleep well at night. Ultimately, helping clients work toward their financial independence enables me to work toward my career goals and feel satisfied and accomplished each day.
I spend my days helping individuals and couples better manage their finances or their household’s finances. I take time to understand each client’s goals, circumstances, and beliefs to optimize every aspect of their financial lives. Because I believe comprehensive financial planning is a process, not a one-time event, I prioritize developing long-term relationships based on trust and care, walking my clients through each of life’s inevitable transitions.
Individual Investors who'd enjoy the peace and mind that would come along being confident in their financial plan and strategy.
Small to Mid sized business owners who would like to ensure they are attracting and retaining the best employees available by offering a benefits package that includes a retirement plan such as a SEP IRA or 401k; or reviewing their current plan to ensure they are getting the level of service they deserve.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
How confident are you with your current financial plan?
When was the last time you reviewed and rebalanced your portfolio?
How important is it to you to make sure you are attracting and retaining the best and most talented employees?