Knowing a Financial Professional Who Understands
Why work with me?
Helping people is the number one reason that I started my business as a financial professional.
my story
When my parents retired in the mid 90’s, they didn’t have anyone in their life to help guide them about their financial choices, educate them about the critical planning decisions they should be aware of, and no one to help them create a financial plan for the rest of their lives.
For me, having an open and honest conversation is the most important part of the process. I will meet you where you are and my non-judgemental approach will give you the compassionate, supportive, and educational guidance you need so that we can build a relationship based on trust and knowledge. I wish my parents had had that when they retired, and that’s what I offer my clients.
Our roles are very important in our relationship. As the educator in that relationship, I offer guidance to my clients in understanding all of the information that’s available to us and how it applies to your specific situation. You are probably among the many people that don’t understand that there is a finite amount of money that comes into your life and that it’s up to you where you allocate it.
Maximizing the value of those economic decisions by simplifying the conversation helps to alleviate some of the stress and pressure of the unknown. My process walks clients through that conversation and enables them to make the decisions that have the best impact on their situation. Strategies can vary for good reason. Everyone’s situation and goals are different. I will always act with your best interests in mind, and will help guide your decisions. You are always the decision maker in that relationship. It’s important for you to understand that I make recommendations; I do not tell you how to spend your money.
