Living your Life on Purpose
I am passionate about financial planning as a process, not a product, to help you live your ideal life.
Look Ahead
Improve the chances of enjoying the future you envision by focusing first on your life goals and aspirations with a Trusted Advisor like me.
One way to increase the probability of living your life's vision, allocating your time, your treasure, and your talent to what matters most to you, is to commit to a plan that will take you there.
It is an ongoing process. Over the course of your lifetime, your dreams, goals, and circumstances can change. Through life’s ups and downs, I’ll be there to provide guidance, monitor your progress, and help keep your plan in sync with your dreams for your life and your legacy.
This disciplined planning process has helped other clients eliminate debt, better understand the financial decisions that support their situation, and improve family communication regarding money issues.
Experience working with a fee-only advisor who will meet you where you are! Ask me anything.
Partnering for the Highest Probability of Success
Happy and Successful College
If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.
Practical and Tactical
Having a big sale, on-site celebrity, or other event? Be sure to announce it so everybody knows and gets excited about it.
Are You Ready to Move Forward?
Fact:
Knowing the life you want to live increases the probability of you living it.
Choice:
Allocate your time, your treasure, and your talent with purpose.
Clarity:
Align your financial choices with what is most important to you.
Partner for a Higher Standard
