PROFESSIONAL ACCOMPLISHMENTS
My WHY
I know that financial planning can be an intimidating, overwhelming and time-consuming endeavor for many.
I'm in business to build long-term relationships with my clients so they feel comfortable in the financial planning process and will make confident decisions to help reach their financial goals.
I have the privilege of getting involved in people's lives, finding out what their concerns are, and then providing guidance and advice to help them get to where they want to be.
Through a comprehensive discovery process, I gain a thorough understanding of my clients' specific needs and goals. Together, we work to prioritize issues and to facilitate the financial planning process.
Financial strategies and recommendations are created and customized to accommodate each unique situation. Ultimately, I help my clients create a course of action, implement their financial plan, and monitor their plan and investments on an ongoing basis.
I have successfully helped my clients protect their risks and grow their investments for the past 25 years and I appreciate the continued opportunity to be their financial advisor.
To learn more about the financial planning tool that we use to facilitate the financial planning process, please click on Life In a Box.
"Someone's sitting in the shade today because someone planted a tree a long time ago."
– Warren Buffett