As a Baby Boomer myself, I understand the numerous responsibilities you face on a daily basis: supporting your children, paying for college, caring for aging parents and balancing careers, all while adding to your nest egg and planning for your own retirement. Doing all of this – and doing it well – can be daunting, even overwhelming.
As a successful professional, I have learned that my time is best spent doing what I do best, and partnering with other professionals whom I trust and respect. A good professional relationship can remove the guesswork, improve results and expedite progress, while eliminating the emotional obstacles that often create unnecessary challenges.
Therefore, my true value as your financial advisor is to become a sounding board where you can openly discuss the challenges and issues you are facing, and feel comfortable exploring opportunities and solutions. My goal is to help you understand that money should not be feared or create anxiety or become a chore. Your money is a tool you can utilize to create a fulfilling and purposeful life.