Financial wellness is still a taboo topic. I offer a safe space to provide guidance and support in the areas you need it most. My approach is personalized to you, we focus on your goals and update the partnership as we go.
Below are my driving values that I incorporate into my work.
We meet for sessions focused on your goals and actionable steps. Behind the scenes, I work on your account by creating intentional spending plans, home purchase scenarios and long-term retirement plans.
The wealth management industry sorely lacks price transparency. I charge you for the time spend with you or on your portfolio, and invoice you each time.
Rather than giving cookie cutter recommendations.
I understand your risk tolerance and values first, then propose recommendations curated to your needs.
Your life changes, so your financial plan should too. As your life, family, work on goals change, I will work with you to introduce new recommendations and update plans together.