Focused on meeting your needs
Sometimes all you need is someone to help show you the way and it's no different when it comes to your finances. I'm here to listen, understand and help guide you along your financial journey.
If you've recently gone through or a currently going through a divorce, it can be hard to understand the financial implications it may have. As a Certified Divorce Financial Analyst, I can provide holistic, expert advice to help you know how to protect your financial interests. Together, we'll identify solutions to meet your evolving needs and create a financial strategy driven by your values.
Together we can explore how you can:
- Help strengthen your financial position
- Protect your financial future - and your family's
- Explore tax efficient ways to manage your money
- Share your time, talents, and treasures
I can meet with you at my Hiawatha office location, by phone, virtually, and at other locations convenient for you. I serve clients in Cedar Rapids, DeWitt and surrounding communities in between.