Who We Are, Our Approach
In our practice it is our mission to learn about what you care about so we can bring you advice that matches your goals and values.
I coach my clients on developing multiple SMART goals over time, discussed through frequent huddles designed to keep clients (like you) on track and, more importantly, in control. As you would imagine, this process still depends on a dynamic, interactive relationship with participation by both myself and my clients, relying on my financial planning expertise, and your intimate understanding of your own goals, abilities, values and circumstances.
We believe money is not the goal, but simply a tool to serve God, our Families & our Communities!
You can expect our first meeting to reflect this type of discussion, we want to get to know you first! To book a Meeting, please click here:
Products and services. Aligned with your priorities.
Advice. Banking. Insurance. Investments. Generosity! I want to help you reach YOUR financial goals! Getting started is easy and meeting with me will be your first step. It’s an opportunity to get to know each other. I will partner with you and advocate for you throughout your financial journey. I will provide financial advice that evolves as your needs and goals change. I will speak to you in real language that you understand. My goal is to educate you so you feel empowered about your finances. The financial advice created for you may be comprehensive in nature, taking into account many areas of your financial life, or may be focused on one or two topics.
Services include: • Fee Based Planning Relationship • Personalized written recommendations and financial analysis of your needs and objectives on an annual basis. • Conversations to help you stay on track—in person or over the phone. • Need specific product solutions
Call me today to get started! We will explore the full range of opportunities and determine the services and products that can meet your needs. You will receive the highest quality of service and feel confident that my advice will always be in your best interest. I look forward to working with you!
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
