Over my career I have strategically created networks and accumulated tons of resources to help clients with all aspects of their financial lives. It gives me joy to connect people and orchestrate the bigger picture to help clients achieve the financial freedom they need to live up to their potential.
Our first meeting will include a review of your financial situation. You should walk away with newfound confidence and get a sense of what it will be like to work together.
What to expect:
- A client experience that is personal and tailored to goals that are as unique as you.
- An assessment of the solutions, risks, benefits and costs of working together.
- Personality and a sense of humor!
What to bring:
- Questions, dreams along with short- and long-term goals, and financial information.
- An open mind. We use a term on our team "batteries included." It means being engaged, alert and curious. Our best relationships are with clients that work together with us.