In today’s day and age, there is not enough education, too much information out there, not enough time, and too many distractions for the average person to plan effectively for their financial lives. But I believe that the financial planning process can be a cool experience and I serve people who are too busy managing the rest of their busy lives to fully dive into the weeds of finance. Here are some of the zones I cover…
- Educational Planning
- Retirement Planning
- Investment Planning
- Insurance Planning
- Estate Planning
- Budgeting and Cash Flow Planning
If any of these areas are of interest to you, I encourage you to look at the kind of people I work best with before reaching out to me.