I start to build our relationship by taking out my notepad and asking you questions—What do you want to accomplish? How much money do you need in order to have the life you want? The more I understand you and your goals, the better I can help you prepare for life's successes and challenges.
We'll build our relationship over time. As you move through life, your financial needs and goals change. We'll meet regularly to discuss how to meet your changing goals at different life stages.
As a veteran financial planner, I've watched the market change dramatically. My goal is to help provide stability for you as you strive to weather those market changes. I am also a registered tax preparer, so I understand how your financial decisions impact your annual taxes.
Let's build your financial future together. I look forward to working with you.