"Very attentive and patient. Easy to communicate with. Highly recommended."
anastasia w
Financial Planning 101
Investment markets are crazy. Inflation is crazy. The housing market is crazy.
Let’s be real…LIFE is crazy.
How great would it be if you changed your relationship with money,…gained a new perspective on the role of money in your life?
That’s what I’m here to do! Let’s settle a lot of the craziness by setting goals and putting together a plan that will get you moving toward your desired financial future!
I can help with:
• Spending Plan & Cashflow Management
• Tax Reduction Strategies
• Financial Coaching and Accountability
• Individual or Group Insurance Options
• Individual Retirement Accounts
• Real Estate Solutions
• Management and Business Planning
• Employer Sponsored Retirement Accounts - 401k or 403b
• Education Savings Plans
• Investments for Minor Children
Looking forward to talking with you!
Let’s be real…LIFE is crazy.
How great would it be if you changed your relationship with money,…gained a new perspective on the role of money in your life?
That’s what I’m here to do! Let’s settle a lot of the craziness by setting goals and putting together a plan that will get you moving toward your desired financial future!
I can help with:
• Spending Plan & Cashflow Management
• Tax Reduction Strategies
• Financial Coaching and Accountability
• Individual or Group Insurance Options
• Individual Retirement Accounts
• Real Estate Solutions
• Management and Business Planning
• Employer Sponsored Retirement Accounts - 401k or 403b
• Education Savings Plans
• Investments for Minor Children
Looking forward to talking with you!