Our Firm

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting goals and learning to use financial strategies that will help you meet your objectives.

My goal as a CERTIFIED FINANCIAL PLANNER TM - Professional, is to guide you to make the best financial decisions aligned with your values and goals. Whether your goals involve planning for a comfortable retirement, funding your child's education, or building wealth through investing, I can help you develop a plan to reach your goals and make wise decisions to improve your financial situation.

The process I follow in completing a total financial plan consits of: (1) gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance (2) designing a financial plan that takes into account the full range of needs you have now, and of those needs that you may have in the future and (3) periodically reviewing your plan and consulting you to make appropriate adjustments to keep your plan on track.

In the end, together we are "STRATEGIZING for a BETTER TOMORROW."