"Money is a good servant but a bad master." ~ Aristodemus
Do you feel overwhelmed by financial decisions?
Are you unsure what to do or who you can trust?
Is now the time for you to take control of your money?
Sometimes managing your money is difficult; there are so many choices and, even though there is a lot of information, it's hard to know if it's right for you.
The financial planning process coupled with professional, objective
& holistic financial guidance can help you move forward with confidence.
My clients come to me needing answers to the following questions:
How can I budget my money better?
Am I saving enough for retirement?
How should I be investing in my 401(k) plan?
Can we save for retirement and our kids' education?
When should I start taking Social Security?
Which pension option should I take?
How can I get out of debt?
How can I feel better about money?
We want to stop fighting about money and get on the same page. How can we do that?
I help people of all levels of income take control of their finances, make good decisions & experience peace & abundance.
Financial planning can help you understand your situation and your options.
I've been in financial services for 22 years, am a CERTIFIED FINANCIAL PLANNERTM professional & a New York Registered Investment Advisor. As a fiduciary, I only give you advice that's in your best interest.
I will be your financial advocate.
If you're ready to feel focused, peaceful and abundant, I invite you to schedule your complimentary initial consultation.