Products and services. Aligned with your priorities.
Dedicated Planning Services. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at — and confidence about where you're headed.
College Financial Aid Planning
Manage the stress of college selection and help make the right financial choice with 5 KEY STEPS:
- Understand how much colleges think you can afford.
- Know how much your family can afford.
- Find the schools that will give you the most money, regardless of your income.
- Understand your total out-of-pocket college costs.
- Strategize and learn how to cover the funding gaps.
Contact us today to learn more about our college financial aid planning services and to receive a FREE Savvy Parents’ Guide to Cutting College Costs.
Get your FREE Personalized College Money Report Here
Dedicated Planning Services
Our refined 5-step planning process can help bring clarity and comfort to your financial plan.
The Steps:
1. Organize
2. Visualize
3. Prioritize
4. Strategize
5. Optimize
Our Vision:
Having confidence in your financial goals is invaluable. What we've learned is that for every financial decision our clients make, there is a purpose behind it. Our vision will key in on your purpose.
When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS
Our Process:
While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-step planning process to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.
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.
