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Welcome to my page!

I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. It means the world to me to help people and by doing what I do I am able to do that literally every single day. Be sure to subscribe to my newsletter for monthly insights, financial planning tips, and other great value-adds! Take a few minutes to learn a bit more about me and why I love what I do so much by listening to the excerpt below from a podcast episode I was recently on. Click here to schedule an intro call with me! I'd love to connect.

 

Who are my clients?

Most of the time when someone wants to become a client they wonder if they fit the profile of my typical client. Although I do specialize in working with people in certain professions (Public School Employees, Healthcare Workers, etc.) I more-so look for certain characteristics in the people I work best with. My clients can be described as good people I enjoy meeting with and working with to develop their goals and then achieve them. 

How do I work with clients?

The way I work with clients is determined by their current circumstances and what they are trying to accomplish.