With the internet as a resource and low-cost investment platforms available, couldn’t I do a lot of this myself? Why should I work with you?
While it sounds pretty simple, creating a financial plan can be quite complex. Many people don’t know where to begin and internet-based platforms often don’t give you a customized strategy that’s tailored made for you. Much of what you read on the internet is not personalized to your unique set of circumstances.
My team and I go above and beyond the numbers to learn more about you and your family’s values and goals. We are there, by your side, helping you through life’s financial challenges, while helping to ensure that decisions are made that match with your principles. The process that we take you through is a joint discovery process, where we work as your advocate to give you customized financial advice specific to your financial goals.