Specializing in: Comprehensive Financial Planning, Investment Strategies, Retirement Income Planning, Education Funding Solutions, Asset Allocation and Management Insurance Solutions, and Risk Management.
I'm here to answer any question you may have.
As your Financial Coach, I will take the time to get to know you and understand what’s important to you. To help you identify meaningful goals that reflect your values. To work with you hands-on to develop a financial plan you’re comfortable with. And then to follow through – making adjustments along the way to ensure that your plan keeps pace with life’s inevitable changes: relocation, job status, a changing family, unexpected events or evolving priorities.
Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: http://on.fb.me/FCguidelines .
