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Our Difference

Often times “less is more.” My practice is small enough to have an individual, tailored approach with each client. A smaller practice can also mean less overhead and money spent on things that are not important to you. This structure also enables me to have deeper client relationships and not have pressure to be “efficient” with people.

I believe financial strategies and in particular “life planning” should be fun. So I will approach this work with you with that attitude. Finances are a serious enough topic, let’s have fun reaching your goals together!

Nowadays, most everything has a plethora of tools thanks to technology. I have a full compliment of financial tools PLUS people skills to listen, to care, to understand. 

I am independent and am able to be completely unbiased and objective when it comes to financial products, yet completely biased and subjective when it come to you!

I know what I am good at and what are my strengths. Beyond that, I leverage other professional resources in areas that are not my strength. I am not shy about handing off the ball to individuals that can do things better than myself such as accountants, attorneys, real estate agents, business / life coaches, consultants, etc. That said, I will always partner with you at the center of the relationship to ensure you are getting what you want and need from myself and others.

I don’t want customers ... I want clients and ideally “friends.” I want to serve my clients / friends in a manner that is truly addictive. I want to earn the honor of being a “favorite” / VIP in your life.