One of the keys to a sound financial plan is spending less than you take in, and then finding a way to put your excess to work. My holistic financial planning approach involves creating in-depth strategies to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

How I Work With You

To achieve your financial goals, you must be strategic in your plan and patient in the execution. Whether you’re saving for a home, a college education, a dream project, or investing for retirement, having a trusted financial planner can support and guide you to make solid decisions that turn your life goals into reality. Personalized financial planning is integral to everything I do for each client's unique situation. Using innovative digital tools paired with a hands-on people-first approach, I make your money work harder and smarter for you.

FAMILY AND LIFE CHANGES

Big changes can happen in your life at any time, so you have to think carefully about financial decisions that may affect your future. Whether your family is growing or you’re trying to limit the impact of a transition on your loved ones, remember your long-term goals. You may be considering important life events like college or marriage; you may be put in a position of caring for the people who supported you throughout your life; or you may be negotiating a settlement to divide your combined assets—no matter what the situation, you’ve got a lot to think about. Planning now could help make the difference between just getting by and living comfortably down the road.

Here are some options to consider:

• 529 College Savings
  
• Disability Income Insurance
  
• Individual Retirement Account (IRA)
  
• Life Insurance
  
• Mutual Funds
  
• SpecialCare℠
  
• Trust Services
  

CRN202001-224482