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Financial Planning

Creating and Maintaining a Path to Your Goals

Caring for your family, advancing in your career, thinking about the future.

Most couples and families who are approaching or currently in their peak-earning years have competing needs for financial resources in the months ahead and years down the road. I can help you strike a balance between both.


Proactive financial planning is critical to get from where you are to where you want to be.

We’ll work together to first define your goals, values and dreams and then create an initial plan to achieve those dreams. We’ll regularly revisit your strategy and make updates to reflect your evolving needs. Areas we may address include the following:

Bullseye

Goal-based planning

Money

Net worth, cash flow, debt 

Gears

Managing your investments

Money

Tax planning

Umbrella

Planning for retirement

Graduation Cap

Funding your kids’ education

Sheild

Insurance planning

Family

Creating an estate plan


Discover More About How My Offerings Work

Learn About the Process & Pricing


Person at Laptop

Staying connected to your financial goals helps ensure your progress.

When working with Crest Wealth Advisors you can expect regular outreach, semi-annual meetings and a client portal providing you with access to your daily updated planning and portfolio information. Add on to that unlimited access via phone, email, or meetings and you will always feel informed and in control.

I believe that a proactive and engaged approach is key to seeing that your vision actually comes to light. When partnering together, you can expect to know where you stand financially and the progress you’re making towards your established objectives.

Better financial decisions start here.

The first step to a better future is a brief conversation to see if we’re a good fit for each other.

Schedule Time to Talk