Questions about your finances? Let's talk.
As a wife and a mother of two teenage daughters, I know how busy life can be. Some days do not seem to be long enough for our everyday responsibilities, let alone future planning. However, I can help you establish and accomplish your financial goals and decisions by advising you and encouraging you along the way. Your future self will thank you for putting time on the calendar to focus on your financial picture. We can meet whichever way is most convenient for you: via Zoom, telephone, or in person.
I can guide you with advice in areas such as:
- Accumulation and Management of Investments
- Savings Strategies for College, Homes, Etc.
- Retirement Income Planning
- Risk Mitigation/Insurance
- Tax Strategies and Efficiencies
- Budgeting and Debt Management
- Overall Financial Strategies
Some people don’t like to talk about money. But I do! So, let's talk.