I enjoy solving puzzles. When it comes to working hard for my clients, these “puzzles” if you will, include investments, tax planning strategies and occasionally family dynamics. I start by listening to understand you and the core values your finances should align with. Like establishing the border on a jigsaw puzzle, your values can set the frame for the rest of the pieces.
Once your goals and needs are clearly defined, we make recommendations designed to help you live a more confident life.
Those pieces are put in place in your own way, at your own pace either in person, over the phone, or via our Ameriprise app.
You can find additional information on how I work with new clients and help them stay on track on the Working Together tab or by watching my Living a Wealthy Life video .
When you’re free from worry about your finances – no puzzles left to solve - you can be who you want to be and go where you want to go. That’s the essence of a brilliant life.