Products and services. Aligned with your priorities.
Over the course of my career, I have continued to pursue designations and education to ensure that my clients have a partner who is always pursuing ways to better serve them. One of the designations that has brought a lot of value to my clients and how we work together is the CFP™. As a CERTIFIED FINANCIAL PLANNER™ professional, I follow a 6-step process when working with my clients:
- Agreeing on objectives
- Understanding the current situation
- Analyzing potential solutions
- Explaining available options
- Implementing changes, and
- Monitoring progress
Of these steps, I believe that the most important is “Monitoring progress”. Getting the plan in place is a huge accomplishment, but the ongoing work and relationship is even more important. I meet with my clients on a consistent basis to ensure we are progressing towards their goals and making adjustments as warranted. Every time we get together, our team will ensure that there is value that we can add to your plan and make progress toward financial clarity.
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.
