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Partnering with Working Professionals

Who Are Driven to Improve Their Future

Does This Sound Like You?


Family

Professional in your 30's or 40's driven toward growing your wealth.


Life is exciting! You are caught up in a successful personal and professional life. But with that comes financial complexities and the need to balance today's priorities with tomorrow's goals.

You may be asking yourself questions such as: 

  • How do we allocate our financial resources among competing goals?
  • Do we have an adequate savings plan to work toward financial independence?
  • Should we prioritize investing or paying off debt?
  • Do we have an appropriate investment strategy?
  • How can we minimize our taxes?
  • Can we put money toward our kids college education?
We will work through each of your concerns, creating a plan that addresses what is most important to you and adjusting as your life continues to change and progress.


Or...


Elderly Couple

5-10 years away from enjoying retirement on your terms. 


You have experienced a fulfilling life thus far and are starting to think about a transition to the next phase...Retirement.

However, you may lack the confidence and understanding of what that looks like financially. You may have concerns such as: 

  • Can we successfully retire and not run out of money?
  • Will we be able to maintain our current lifestyle?
  • How do we invest our nest egg?
  • Where will we receive our retirement income from?
  • When should I claim social security?
  • Are our estate plans in good order?
  • How can we minimize our taxes
Fortunately, you do not have to answer these questions on your own. We will work together to make sure you feel confident about your transition into retirement and are able to enjoy this special time! 



Together, We’ll Bring Intention to Your Financial Life

During your peak-earning years, financial questions seem to only add up while your circumstances and goals are constantly changing. As you articulate your vision for your life, I’ll work closely with you to craft a plan that can make these aspirations a reality.

See What I Offer

Seem Like We’d Be a Good Fit?

I’m here to guide you through the financial complexity that high-earning professionals often experience. If it seems like we’d be a good fit, I encourage you to reach out to chat.

Schedule Time to Talk