Are you focusing on the Big Picture or are you and your financial advisor focusing mainly on your investments, with the Big Picture somewhat ignored? The transitions throughout your life both expected – and, often, more importantly, unexpected – have an impact on your life that exceeds just your investment portfolio.

As a financial advisor with a CFP® certification, I bring an advanced level of knowledge and skill to guide your family with more sophisticated and complex financial issues. By taking a 360-degree view of how all the moving parts of your financial strategy are working together, you can be better prepared for changes and transitions.

To look at the Big Picture, we will be communicating in an open and direct manner regarding your life stages and awareness of changing future financial goals. We can then identify the areas where creating a strategy may help to avoid future problems, reduce costs and taxes, or help make life simpler and less complex.

In addition to understanding where your family stands now financially, my skills include:

• Helping you understand the tax consequences that pre-tax and after-tax investments can have on your investment returns and distributions.

• Helping you with an unbiased review of your cash flow – expected and unexpected, noting that large expenses and windfalls can greatly impact your income streams.

• Reviewing risks to your overall financial well-being and mitigating as much as possible; often through insurance, estate and legacy considerations.

• Keeping your overall financial foundation on track so that it can withstand various market conditions.

My background includes a Master of Business Administration from Rice University and a mechanical engineering degree from the University of Texas. I have worked in the financial industry since 2000, and I joined Edward Jones in the Lake Houston area in 2009.

Let's talk about looking at your Big Picture! Please contact me at 281-812-7593 or [email protected].