You may not have the time, desire, or experience to manage all the financial aspects of your life. You may not know where to start, how to combine the creative and analytical skills to implement a plan, or simply do not have the time to research and understand all the options available today and in the future. This is where I can help. I have helped hundreds of clients to continue to work towards their financial dreams.
I use a simple card game to help you identify your top three values and create a custom plan around your values. I utilize strategies to avoid financial pitfalls. Through my experience, wisdom, and resources, I will help you on your journey to get to where you want to be, and to live life according to your values.