Amanda David

What is most important to you? What things keep you up at night or inhibit you from reaching your goals? As a financial advisor in our community, my true purpose is to create a space where you are empowered to take control of your financial savvy. Knowledge is power. Now more than ever, we should have the tools and education to create a lifestyle we desire.

Whether you are beginning your career path, an accomplished business owner or professional, changing jobs, retiring or suddenly single, we all share the same three concerns:

- How will I achieve the quality of life I want to live?
- Will there be enough money for the legacy I want to leave but live the lifestyle I desire?
- Do I need to make changes now to accomplish my financial goals?

Your financial wellness starts with your choices today.

Through our established processes, we work together to clarify your values and evaluate how well your money is working for you. Next, we help build an investment strategy that balances your need for income, growth and protection. Working together, we help keep you on track toward achieving your goals.

Should you want to start a conversation about your financial strategies, please contact my office.