My primary focus is serving financial service professionals and small business owners – CPAs and EAs, insurance professionals, bankers, realtors, sole proprietors – all of the above! I've been a CPA and in the financial services industry for over twenty years and I know what you're going through.
* Time: You put everything you have into your career and business. What little "free" time you have should be spent with your family or your favorite activity.
* Trust: You got a long way by doing it yourself. Maybe managing your finances is or used to be fun. But as your business and career developed you've realized you'd value a second opinion from someone who works as hard for their clients as you do for yours.
* Plan: You plan for everything at work. You have a plan to grow your business or a plan for your next career move. You should have an equally well thought out plan for your money.
Sound familiar? We should talk!
This is one client's story; it could be your story as well.
This client started with a financial advisor at another firm. She told me she was frustrated that she never really knew whether her family was on track financially or what would happen under specific scenarios she was worried about. I told her about my established processes that are designed to plan for many potential scenarios. We set up time for her and her husband to meet with me, and during that first meeting, they told me they had already obtained more value from our single conversation than they had with their prior advisor the entire time they worked with him.
They also shared they don't have a lot of time to think about or worry about their investments because their family and careers take up so much of their time. They needed a partner who would spend the necessary time thinking about their family, ensuring they stay on track, and alert them when something requires their attention. I am proud to be that partner.
Thank you for trusting me with your business.
My Personal Interests
- Spending Time with Family
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