Offering comprehensive, personal financial planning through the In Sync for Success™ money system to help you, as our client, align all your financial decisions with what is really important to you: your goals and your values.
We coordinate and clarify financial planning, money management, tax, estate, and insurance planning with our strategic partners using our process; continually optimizing every aspect of our clients’ financial lives.
You, our clients describe the peace of mind which comes from knowing you are making the right choices through a systematic process; confident that both you and your team are held accountable for doing what you tell us will make it possible for you to live your ideal life.
You will have your own Financial Road Map(R) and know the next step.
You will be a member of our Ideal Client Community once we both sign our Agreement to provide to you Comprehensive Financial Planning at the Legacy or Premium Service Level. You confirm to us that we have all the facts and prioritize your options we describe for you during our meeting. And move to the next step.
Your strategy with recommendations for you, is based on the information you provide, and is designed to give you the highest probability of accomplishing what you have told me is most important to you. Next part is key: A-C-T-I-O-N ... yours!
See your progress, stay on track, and look ahead with your living financial strategy checking in for three meetings each year, to do more of what is most important to you.
You can rest assured that the advice you receive from me is not biased by the size of a commission for selling a product to you. I receive no compensation for selling products or rewards for referrals.