I specialize in helping you organize and maximize your finances, allowing you to put your kids on firm financial ground before they go it on their own.

 

I can help you prepare and protect your kids financially through education savings, sufficient protection for worst-case scenarios, and financial literacy through early hands-on financial education hands-on experience. I believe that nothing will empower your child more than financial fluency.

 

I commit to doing this while helping you manage your own financial health through effective saving, comprehensive planning for today and retirement, and maximizing today. 

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Financial planning is about managing money for the future and improving your quality of life today. I strive to understand unique circumstances, goals, and values. Doing so will allow me to create a comprehensive financial plan.