Let’s get you on the path to financial security!
Whether you’re starting a new family, preparing for retirement, or running a business, I will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process. This process involves reviewing your current situation, discovering your goals and dreams, identifying any potential roadblocks or gaps, and ensuring that your strategies evolve with your life and business.
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about working toward your dreams and goals at all stages of life.
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
I am a member of the Responsible Investment Association and am certified by the RIA as a Responsible Investment Specialist. What does this mean? Many of my clients ask me about how they can invest according to their values. They want to invest in companies which are moving forward clean energy, reduction of waste, human rights issues, and a number of other concerns related to social responsibility. The good news is that we do have options for that! More information here.