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Co-Founder
CFP®
Languages: English
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.
Retirees or Seniors
For individuals and families, financial planning can ease money worries and prepare you for retirement. Change is inevitable and ongoing, and a financial plan provides flexibility in times of uncertainty. Families and individuals rely on us for sound, objective advice for long-term security. We define your personal goals, develop your tailored financial plan, and monitor and adjust when necessary.
Women & Female Leaders
We know the unique challenges and concerns women face. We understand because we are women and experience those same concerns. Every woman has unique needs through various stages and transitions in life. We are easily accessible, communicative and listen to you. Our tailored financial plans are easy to understand and empower women in their financial endeavors so their money works for them.
Pre-Retiree
We design a well-organized financial plan that prioritizes your goals and provides action items to keep you on track to achieve your financial aspirations. Throughout our partnership, we measure your progress and make adjustments to your plan as you achieve your career milestones.
Early Retirement or Financial Independence
Financial planning can ease money worries and prepare you for retirement. Change is inevitable and ongoing, and a financial plan provides flexibility in times of uncertainty. Clients rely on us for sound, objective advice for long-term security. We define your personal goals, develop your tailored financial plan, and monitor and adjust when necessary.
Retirement Planning
A financial plan brings the future into the present so we can do something about it today. At Endeavor Wealth Advisors, your financial plan is customized to your unique needs and financial situation. A financial plan includes guidance in multiple areas beyond investment advice, such as retirement, cash flow, investments and research, charitable giving, inheritance, estate, taxes, education funding, employee benefits, and other matters that affect your finances.
Sudden Wealth or Inheritance
Unexpected money comes with questions and responsibility. Our process begins and ends with you. We review and consider your financial circumstances to provide an informed framework for decisions. We develop a personalized investment policy designed to invest your portfolio to meet your long-term financial goals. We work with you to implement your plan and adjust to your new circumstances.
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
Endeavor Wealth Advisors is not the typical wealth management and financial planning firm. We desire to build a deeper, more personalized relationship with you. When we understand you, your goals, and your concerns about your finances, we can better tailor our advice to your specific situation. We are an independent, local financial planning firm with access to world-class planning tools and research, and experienced advisors. We are transparent, trustworthy fiduciaries. We believe clear and concise communication is key to a successful working relationship. And we have decades of experience helping people achieve, and exceed, their financial goals.
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.