You'll work with your financial advisor one on one, supported by a branch office administrator helping you every step of the way. Your team will get to know you and your goals, helping you stay on track by building a deep relationship over time.
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What do you love most about your job?
The People. I really enjoy getting to know my clients and how I can best be of service.
What inspired you to start your own business?
The ability to provide unbiased advise and not be incentivized to choose one solution versus another puts our clients interests first.
Why should our clients choose you?
They shouldn't until we've had a meeting. Only after a meeting can someone make up their minds about whether we are a good fit or not.
Can you provide your services online or remotely? If so, please add details.
Yes. Many of my clients I have never actually met in person. The Pandemic changed everything. Via Video or telephone, whatever is convenient.
What changes have you made to keep your customers safe from Covid-19?
Virtual services and the ability to be flexible with our hours understanding that our client's work/life balance has changed and so should our availability to communicate with them.
Financial Planning
Using our Financial Foundations approach I'll help you prioritize your goals and identify the best strategies to achieving them. This includes but not limited to understanding your cashflow, net worth, and investing experience. Then we'll work together on implementing your Financial Plan while reviewing it periodically to help you stay on track.
