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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Divorce Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
During my career as a financial advisor, I've had the opportunity to personally interview hundreds of individuals, retirees and business owners. No matter what level of "success" some have achieved, over and over, I find that many have fallen short of their expectations. Why? The reason is simple. Most people think financial success is about the performance of their money. But it's not. It's about the performance of living their life on purpose, for the reasons that are important to them. As Bill Bachrach says in his book Values-Based Financial Planning™, "In the big picture, money is not that important. It's significant only to the extent that it allows you to enjoy what's important to you." Accumulating wealth for wealth's sake is like flying an airplane seeking to reach the horizon. You're always looking forward, but your "destination" is unattainable. As a result, you never get the feeling of accomplishment that is so desired. What if you clearly identified your values, transformed each value into a goal, envisioned a specific time and place to achieve it, and implemented an action plan to help you get there. And, finally, suppose you actually arrive at that specific place, at the desired time, and fully able to enjoy it. How would that change your outcome? You would be able to own the accomplishment, feel the satisfaction of attaining it and be comfortable living it with passion. This is the key to a high performance life - one that is fulfilled and satisfied. Take a mental walk with me. What's most important to you, in your life? Think how valuable it would be to define what's important to you, prioritize the list, and then create a step-by-step action plan that addresses each of these objectives separately. Imagine the comfort you would experience in realizing your dreams, not worrying, and enjoying a life that truly inspires and excites you. Ask the question. Is it time to start living life on purpose?
Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC. Additional advisory services offered through Associated Investor Services, Inc., Luana Mobley Corral, Representative. Insurance products offered through Associated Financial Consultants, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.