Helping families & businesses plan for and secure a better future today!
The client focused approach puts you first!
Financial planning does not have to be intimidating or onerous. We start off with an introduction meeting, 30-60 minutes of your time, where you get to know me and how I work for my clients. No sales, no commitments. We can meet in virtually using Skype, Zoom, Google Meet or MS Teams; over the phone, via e-mail, or in person.
If you decide to move forward, we schedule a more in-depth meeting to review several documents and statements to create a financial plan to meet your needs and goals.
I then take this information and develop a strategy to best protect your family while we work toward achieving the goals you outlined to me.
Once solutions are in place; insurance, investments or both; we monitor your progress together and adjust the plan as needed. My commitment is to provide you with financial guidance, support and solutions for the long term!