Products and services. Aligned with your priorities.
Putting together a plan where the plan creates a strategy that I help them implement.
Long term plan based on goals, risk tolerance, and then an investment strategy to accomplish those long term growth goals. We typically use mutual funds and ETFs to do those investment strategies. Being diversified is important.
Contractor for your financial house. I have the knowledge to build the house and the resources and team to tap into for specialty information and resources to ensure that what you get is the highest quality.
If people are hesitant to share information at first, they ask what should I do about this. With a doctor, how do you expect an accurate diagnosis without all of the relevant information.
Holistic help and planning
We have to know how it all works together
There is an order of operations, and there has to be the right fit for any specific product
Rapport and relationship building are huge.
What is your experience in the past?
How have you done this previously?
What was it like growing up in your house? What is your money mindset?
What financial habits have you developed in the past that need to be addressed?
Based on our conversation, there are lots of opportunities that I may be able to help you and improve your situation. Let’s set up a time on the phone, on zoom, or in person.
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.
