My vision is to create room for powerful, connected moments in the lives of individuals free from financial uncertainties. I wish to help clients return to the freedom of "big dreaming" that results from the security of having a financial strategy. Implementing strategies allow the mental space for a life of fun, ease and inspiration instead of fear, financial stress and feelings of obligation.
My ultimate goal for all of us is a return to who we are when we have less financial worries, which is characterized by a life of freedom, laughter and creativity.
By partnering with my clients and using an established process, I help them reach the goals and experiences that are important to them. No two people are alike, nor are their journeys. Connecting with individuals and helping them reach their unique goals and dreams and watching them experience the freedom and wellbeing that comes with having a financial strategy is the best and most fulfilling part of what I do.
Office Address210 W Calhoun St
Sumter, SC 29150
Mailing AddressP O Box 1603
Sumter, SC 29151
Phone NumberAlexandria P Bovee at (803) 773-0801
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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