A Holistic Approach to Financial Planning

There are many ways you can manage your finances. You can choose a self-educating do-it-yourself approach or, on the other extreme, you can have financial professionals do it all for you.

Another approach is one that's more holistic and takes into account your life's goals and your dreams. This is what financial planning is all about and how I work.

When I develop a financial plan with you, I believe it must be firmly rooted in the soil of your core values. The plan must identify your goals for the future, while taking into account your means and needs for today. In this way, your plan can mature and come to fruition. It's my goal to help make it happen.