Introduction Video
https://www.youtube.com/channel/UC3KlukKE3bRXBY54VHM4yhg/featured?view_as=public
Background
Summary
My specialty is helping people open up and have an honest conversation about money, where they are financially and why.
Then inspire them to start planning towards an outcome of better money habits and better lives they wish to enjoy. It introduces so much needed confidence and clarity in my clients' lives.
If this resonates with you, please reach out and together let's make the first step of many to help you plan for the the life you've always wanted.
Focus Areas
Retirement Planning
Wealth Management
Bio Alignment
Institutionally Aligned
Education
ADFP - Advanced Diploma of Financial Planning