The People I Serve
I work with individuals and couples from all walks of life; from retirees with a fixed income of less than $15,000 a year, to professionals with annual incomes in excess of $400,000. In assisting my clients, I’ve learned that more often than not, their financial concerns aren’t caused by a lack of income. Problems usually arise through overspending, a lack of financial knowledge, or a misalignment of beliefs about money. By formulating a plan, based on their specific goals, my clients are empowered to proactively manage their money.
