I have always been a planner. I can remember being eight or nine years old and planning out how I would build my next fort. I would consider all of the design possibilities, the materials, the tools needed, what the perfect tree might look like and before long I would have a sketch drawn and a clear direction of what I wanted to create and how to get there. To this day, I use the same process for managing my money so that even when things don’t go as planned, there is still a clear sense of direction and guidance. The value of having a plan became abundantly clear when, after 4 months as an advisor, the market crashed. I spent the next two years fielding calls from people (particularly women) who didn’t have a plan who conveyed a true sense of apprehension and fear at what their future looked like. This often led them to make poor financial decisions that would impact them for rest of their lives.
As a Financial Advisor Associate, I work with my clients to create a plan that gives them options, guidance, and direction. My true passion lies in helping them define how they want with their money to accomplish their ambitions while at the same time arranging contingencies to prepare for the unexpected. I have seen, first hand, how this process inspires more confidence in my clients. The priority is to take fear and panic out of the equation. This is why my true value is in helping you embrace your future with poise and confidence by enabling you to define the life that you want and designing the plan to achieve it.