Thank you for visiting my website. Do you desire a relationship with a financial advisor that reduces your time, worry and stress in regard to your money? If so, please feel free to explore my website.

We help people make smart choices about their money.

Having earned the CERTIFIED FINANCIAL PLANNER™ certification, I realize that it is important to define the process of creating a written financial plan for clients. Personal financial planning denotes the process of determining how individuals can help meet their life goals through proper management of their financial resources. The following are recognized as essential steps in creating a personalized financial plan for life:

  1. Establishing and defining the client-planner relationship
    • Gathering client data including goals
    • Analyzing and evaluating the client's financial status
    • Developing and presenting financial planning recommendations and/or alternatives
    • Implementing the financial planning recommendations
    • Reviewing the financial planning recommendations

These steps detail the process of how, "We help people make smart choices about their money".