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How I Work

Everyone has goals and dreams. But sometimes, it’s hard to know the best way to accomplish them. Getting advice from a financial planner helps you navigate complex financial processes so you can work toward those goals.

Using an established process, I design a personalized financial strategy for you to pursue your unique goals. I begin by taking the time to truly listen to you and assess your personal financial planning needs. I want to learn about what’s important to you and your family, covering everything from your current financial situation to future goals, charitable interests, and everything in between. This provides a full financial picture.

Working together, we’ll develop measurable objectives that are tailored to your circumstances. Your plan includes financial advice, investment management, and budgeting.

Once the strategies are implemented, I continue to partner with you so you’re updated on any developments and stay on track. Throughout the financial planning process, I educate you on your investments and provide ongoing advice.