Are you looking for a guide to show you the way to more confidence and certainty in how you’re handling your money? As a Certified Investment Management Analyst (CIMA®) and Accredited Asset Management Specialist (AAMS®), my focus in partnering with you is on education. A large part of this is breaking down the confusing concepts that are pervasive in the investment industry, and turning them into digestible takeaways that you can act on.
Many of my clients are female bosses both outside and inside the home, as well as the men that love them. Our goal is simple: to help write a plan towards reaching your goals, whatever they may be – retirement, life insurance, sending children to college without debt, purchasing a home, you name it. The focus is on what’s most important to you and arming you with the education, tools, and software to obtain it. Ultimately giving you more confidence and certainty that your money is working for.
THREE THINGS ABOUT ME
Outside of work, I love spending time with my family and friends
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