I am a local financial planner! My team and I take a comprehensive approach to financial planning in order to pursue a secure financial future for our clients. It is important to me to walk with your family through your goals personally, professionally, and financially in order to see the whole picture and recommend steps that could allow you to live an extraordinary life. We look at defensive planning: debt management, life, disability and long term care insurance, along with building an emergency fund. We look at offensive planning: building your wealth through hard work, investments, and tax efficient strategies. I love working young professionals, established families, and especially women entrepreneurs to envision a bolder future through their financial plan! Give me a call or email and I would love to answer any questions!