The benefits of working with a Fee-Only, Certified Financial Planner™ professional:
Make smart decision when it comes to your money.
Remove the guilt that comes from financial-procrastination.
Have confidence that your entire financial picture is being take into account.
Transparency of fees and the highest ethical standard within the financial planning and investment advice profession.
As a business owner, I know what it’s like for business owners and mid-career professionals to juggle family, work, and life, all while needing to keep track of your finances. As a Certified Kingdom Advisor®, I also work with those that want to incorporate faith-values and biblical-principles into investment choices. We work together to implement your personalized, written-financial-plan.