I recognize that finances are messy, and I am completely comfortable and qualified to handle the intersection of finances and real life. Through careful listening, skilled planning and a relationship-centered approach, I can help you move toward proactive and intentional decision making in regards to your finances.
My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.
Photograph by Holly Freeman Photography