Better Together
Clients are invited and encouraged to share ideas, ask questions, and create a collaborative dynamic to get the most out of their financial plan and investments.
We'll explore everything that is relevant to your financial picture and map out the projections and opportunities over your lifetime. Some examples include your goals and concerns, savings and spending strategies, investment accounts, insurance needs, Roth IRA conversions, Social Security strategy, tax efficiency, estate planning strategy, and streamlining your business cash flows.
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I'm happy to work alongside your accountant or estate planning attorney to ensure the best outcomes for your situation.​
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I tend to see clients more frequently at the onset of the relationship while the financial plan is being developed and as the ideas are initially being implemented. Then we may settle into a quarterly, annual, or as needed cadence, depending on your preferences and the level of support desired. I have an open door policy, so any time you need something or have a question you can reach out!