Personalized Financial Advice and Planning
Getting your finances in order can be daunting. This is why I take a personalized approach when working with clients. It starts with a conversation about you, your life, and what matters most to you. I assess not only your financial picture, but also what is important to you, such as your family, your faith, or giving back. We will build a relationship based on open communication so that, together, we may tailor a plan that gives you financial clarity.
Together, we will customize a financial plan to help you with such concerns as:
· Protecting your income and those you love
· Saving and preparing for income in retirement
· Paying for college or education expenses
· Investing and managing your assets
· Exploring improving tax efficiency
· Supporting the causes you care about
Financial Clarity
Money is a tool that can help you achieve your goals in life. I am passionate about providing you with clear and relevant information that will empower you to move forward with confidence, having a financial plan in place that reflects your priorities.
I have a particular interest in working with women, whose relationships with money are often unique and require a particular expertise.
I also specialize in working with all individuals who need advice and clarity in planning for retirement.
I can offer specialized help for pastors who need financial planning, as I am familiar with the contexts of clergy service, including their unique housing provisions and tax liabilities.
For all these concerns, and more, I have access to unique tools to help you bring your financial picture into focus. I am also able to utilize the broad expertise and experience of additional partner financial advisors nationwide.
Ready for help in achieving financial clarity?
Click the “Contact Me” button above.
I will contact you to set up a meeting.
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Location
Amberglen Office
- Phone:
- 971-716-2900
- Fax:
- 877-206-2027
Hours
By appointment only. Phone, Virtual or Face to Face options as needed and available.