Serving the Dayton Ohio region.
The path to Financial Independence- It doesn't have to be just a dream! We specialize in a process that ensures we work together to never lose sight of two essential elements to achieving financial clarity .
1. We focus on the WHY an HOW of what matters to you - Family, Occupation, Recreation and Money.( F.O.R.M)
2. we focus on Control - We will spend time focusing on things we can control - Guiding you via Philosophy Planning, and the Process to engage you throughout your financial life and all the changes that different stages in life bring. We focus our Process on 3 things-
Discovering- what is important to you.
Design - which gives you comfort,
Deploy - giving you confidence that all the pieces of the puzzle are in place.
Then we continually re-evaluate your plan with meetings to discuss any changes that you may need to strategically achieve your goals.
In my 35 years of helping people, I find it my pleasure to be able to help you understand the complex world of investments, insurance, retirement, college planning, tax efficiency, and creating a legacy for generations. I utilize my BFA designation to help you align your values with your goals. I am proud to say many of my clients say that I am able to put all the lingo into understandable terms . I strive to make your experience valuable, understandable, and even a little bit Fun ! .