If you would like to discuss the results further, contact me for a Discovery Session.
|A good way to think about this meeting is it’s like being on a first date. The focus is on getting to know one another. It involves an intimate conversation where we talk about you and your financial goals. I listen as you share. Then, I give you information about my practice and the process I use when working with my clients. After this, we make a determination as to whether or not to move forward together.
What can I do for you?
I can help you by evaluating your current finances. This is through understanding and analyzing your net worth, risks and insurance needs, personal benefits, investments, taxes, retirement needs, estate planning goals, education planning options, inheritances, charitable planning, and divorce needs.