What I do for you

organization

I will assist you in getting your Financial House in order in terms of Investments, Taxes, Insurance as well as helping you take control of your Household Cash Flow.

accountability

I will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

objectivity

I help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision making, doing the research necessary to ensure you have the necessary information.

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proactive


I work with you to anticipate your Life Transitions and to be financially prepared for them and creating the action plan necessary to address and manage them ahead of time.

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education

I will explore what specific knowledge will be required to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions and explaining the options and risks associated with them.

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partnership

I attempt to help you achieve the best life possible, by taking the time to clearly understand your background, money philosophy, needs and objectives, work collaboratively with you and offer transparency around my own costs and compensation.