I provide financial guidance by looking at money differently - as a tool, not a goal. I'll create a plan that connects your finances with your values. Along the way, I'll help you follow sound financial principles. I understand that you have unique goals and I provide guidance tailored to your journey. During this process we'll work together, whether it's saving for college or planning for retirement, we'll start from where you are and make a plan to move forward. I specialize in helping people be more secure in: College Planning Protecting loved ones with Disability Income and Life Insurance Retirement Planning Investment Strategies We all have a wealth of information at their fingertips. Analyzing and understanding that information, providing expertise in knowledge of the markets, investments, and protection options, and providing services and guidance to navigate and maneuver you into a place of financial clarity are ways that I can provide value to your life.