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Our Primary Purpose

How I help my clients?

People come to me with questions about various topics regarding their financial well-being.

Some of the questions beg further internal clarification about what they want to bring into their lives.  When these core questions are clarified, the product solutions present themselves more clearly. You may find that you have similar questions, please feel comfortable that I will address your questions and concerns without judgement and with kindness.

  Insurance planning

  • Do I need life insurance, long term care insurance?
  • How do much do I need?
  • Do I have enough coverage and the right type?

Retirement planning

  • How much do I need to save for retirement to maintain my lifestyle?
  • When should I claim Social Security?        

Money Management

  • How do I save for multiple goals at the same time?
  • How do I manage my spending and savings?

Retirement Income

  • Will my money last?
  • How should I spend in retirement?


Building Ways to Help You

My process

Today’s environment can bring concerns, and fear. That's why I work closely with my clients, so together, we can anticipate and address as many potential issues as possible. I am committed to help you find solutions for your goals.  We may even need to work on identifying your goals.  Don’t worry we can work on that. Once your needs and goals are understood, we'll work to develop a program tailored to you

Client Centered

Build a personal preservation plan

  • Get to know you and what you want and need.
  • Acknowledge the impact of emotions have on your financial decisions
  • Understand your spending and saving habits
  • Develop your goals

Prioritized saving strategy

  • Prioritize your goals
  • Build a financial foundation 
  • Education and reinforcement –
  • One on one coaching
  • Annual reviews 

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