Something that sets GAL Financial apart from its competitors is the fact that we explore how emotions can impact financial decisions. By using a compassionate, consultative approach, I set aside time to educate my clients before we explore anything related to products or plans.
Our relationship starts with you and understanding your individual needs and knowledge base; from there, I research the best products and services to help you achieve your individual goals. The primary services I provide at GAL Financial are retirement planning, income planning, insurance planning and money management coaching.
Who I serve
I specialize in empowering people of faith, especially women of faith — teaching them what they need to know to feel great about the decisions they make. I’m no stranger to the events that change the course of one’s life: marriage, children, debt, divorce, and death of a family member.
My experiences give me empathy for where my clients are in their own lives. I believe that being a personal financial advisor requires being personal and listening intently to people’s stories. Understanding is the foundation for developing the right plan to achieve financial goals.
