What I Can Offer My Clients
When you hire a financial planner, you are hopefully entering into a long-term trusting relationship. My goal is to be the go to person for all things financial for my clients. Not only must I meet the minimum requirements of competence and integrity, but I earnestly strive to have my client engagements be win-win relationships.
Many of my clients do not have the inclination to deal with the immense amount of financial information and choices out there. Perfect - I love to do that! I am organized, friendly, and always looking to learn more about the latest techniques and technologies that may help my clients towards better outcomes in their lives.
Although we talk about some serious topics, my sense of humor makes meetings more fun. I keep the financial lingo to a minimum and prefer to use analogies to help my clients better understand the topics we discuss. Since I specialize in working with newly independent women, some of which may not have dealt with financial issues before, my easy to understand language can be helpful.
Since I am the trusted advisor to my clients, I take my ongoing education very seriously. I have been a CERTIFIED FINANCIAL PLANNER ™ since 1992 and a Retirement Income Certified Professional™ since 2013. In most continuing education cycles I end up completing significantly more than the required hours for my various certifications and licenses. You hire me for the grey matter between my ears... I work to keep it sharp!
When new clients come in they have many questions and are often nervous. This is totally normal. My measure of success is when clients get their questions answered and have a path on how to pursue their goals. When I hear a sigh of relief, or see shoulders relax away from their ears, it makes my day.
Please feel free to click here to contact my office to see if we might be a good match!