Description
I work with individuals and families to establish comprehensive financial planning strategies to ensure they will meet their goals for the future. I provide my clients with financial planning advice and strategies tailored to their personal and financial stage in life. This includes laying the foundation of a long term financial plan, meeting regularly to review this plan and ensuring that my clients are on the path to financial success. The process consists of an initial meeting to fully understand my clients’ short term and long term goals. After the initial meeting, I generate a well-structured financial plan that is compatible to each client’s financial and personal situation. Financial planning is a lifelong process, which is why it is imperative to meet with my clients regularly to review their financial strategy and make certain that it corresponds with their evolving needs and aspirations.
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