Work With Me

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LET’S WORK!

If you are ready to transition from financial chaos and clutter to financial independence and freedom, you have come to the right place. As a CERTIFIED FINANCIAL PLANNER™ professional, I offer a holistic approach to managing your finances. I believe that everyone has their own unique financial puzzle. Your puzzle may include things like Budgeting, Risk Planning, Education Planning and/or Retirement planning. Whatever your concerns may be, I can help you put the pieces of the puzzle together so that you can reach your HIGHEST financial goals and live the life that you desire.

Your initial Discovery Call with me is COMPLIMENTARY. After the initial Discovery Call, we will be able to determine which one of my programs will offer you the GREATEST opportunity to transition to financial freedom and independence.

Your Comprehensive Financial Plan may include:

Goal Setting
Cash Flow Analysis and Budgeting
Developing a strategy for creating an Emergency Fund
Creating a Debt Reduction Strategy
Investment Planning
Retirement Planning
Education Planning
Risk Management (Life, Disability, Long-Term Care Insurance)
Social Security Optimization
Estate Planning
Developing an Action Plan to implement recommendations