Your Goals, and Your Values - Let's put your plans in motion
As your financial advisor, planner, and wealth manager, I am dedicated to you. I'm dedicated to your family, your goals, values, and your legacy. I partner with you to make your goals a reality throughout every step of your life, and through all your life's events. Whether you're new to planning your financial future, somewhat experienced, or even an expert - I am passionate about providing education where you are, at any level.
My team is dedicated to helping you grow and protect your wealth, manage your cashflow, and plan through difficult times. Together, we will map out your path to a secure financial future so you can enjoy a retirement that specifically fits your dreams and desired legacy.
Seeing my clients succeed and meet their goals is my greatest blessing.
Areas we specialize in:
- Financial planning for Individuals, Families, Young Professionals, Small Businesses, Faith Based Providers
- Life Insurance and Disability Insurance Protection
- Wealth and Investment Management
- Brokerage and Managed Accounts
- 401k and IRA Setup, and Rollovers
- Short-term, Mid-term and Long-term Goal Planning
- Additional Care Planning & Expenses
- Retirement Planning
- Inheritance Options
- Tax Efficient Planning and Savings Strategies for Every Season of Your Life
- Tax Efficient Charity and Giving Back
What We Do:
- We help you create a purpose for every dollar you make and spend
- Discuss how to save tax efficiently
- Help with small business protection (legacy, emergencies, tax planning)
- Advise about financial best practices (cash flow, savings, investing, growing wealth)
- Help you make the most of the money you have
Let's get started now to make your goals a reality. It's never too late to begin creating the life you've always envisioned.
Schedule a Meeting with Stephanie:
In Person | Virtual - Zoom | Phone
To schedule a complimentary consultation, click here or call us at 314-809-6093