Just taking a little break…

If you’re reading this and wondering what I’ve been up to, I’ve been taking a little break from my practice and am currently doing the digital nomad thing–traveling Europe and vicinity. But I am not gone from financial planning and I am thinking about what my next steps will be. Stay tuned! :)

My Core Values

These are the values which are at the heart of everything I do, both with my clients and with other professionals:

Integrity – I will put my clients’ best interests ahead of my own
Diligence – I will maintain my own learning, compliance, and competence
Caring – I will treat your family and business as my own
Honesty – I will always be open about products, fees, and options
Education – I will educate my clients and the public
Community – I will give back via education, volunteering, and donating