As a Goals Based Financial Advisor, I have the privilege of partnering with women, families and small businesses to realize their long term financial goals. Together, my clients and I discuss what is truly important to them. We focus on goals they would like to realize for themselves, their family and their business. I create a plan based on those goals and we partner together in achieving them. It's important to know that goals, just like life, change, and that's ok. Our relationship is one that is fostered on regular communication and we make adjustments as needed along the way. I am here to keep you on track and coach you all the way to the finish line.
Member Since: 2021