I offer an analysis of your current financial situation and help you:
- Identify financial goals and concerns
- Illustrate what is being done to reach your goals and deal with concerns
- Identify gaps if present, and offer solutions to fill them
My main goal is to discover what drives a person emotionally. These emotions are what trigger the financial decisions you will make in your life. By knowing what motivates you, we are able to use in-depth financial planning to guide you and keep you focused on what is important in your life. Throughout the discovery process, we find out what drives the decisions you make when it comes to your money. It is deeper than knowing what your risk tolerance is, it comes down to what is in your heart and what is truly important to you in life. We want to help you plan, build, protect and leave your legacy, whatever that may be.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies