9987 Carver Road
Very often, our worst enemy when it comes to financial stability isn’t the economy, the investment markets, the government, or any other outside entity. Rather, it’s ourselves. Our financial habits and our attitude towards money have the power to completely shape our financial stability and make or break our plans for the future.
The good news is that, just as poor financial habits can be destructive, healthy financial habits can help us overcome nearly any obstacle. I view a large component of my role as being your financial coach. I’m here to help you identify the habits and attitudes that have gotten you to this point and to help you adjust the way you think about money going forward.
My coaching process starts in our complimentary first consultation, where I learn as much about you, your needs, and your objectives as possible. Where do you want to be in 10, 15, even 30 years? What have been your greatest financial challenges to date? What keeps you up at night? What changes would you like to see in your current financial situation?
I ask these questions and many more to get a full view of your financial picture. Once I have a full understanding of your situation, we can then begin discussing strategy, planning, and what changes we may need to implement.
Fee-Advisory Relationships Offered:
Managing a career, family, finances, and other responsibilities is time consuming. It’s hard work. I can’t help you with all of those things, but I can help you with your financial health. As your financial coach, I’ll help you build a strong financial foundation so you’re prepared to pursue your objectives, goals, and dreams.