Managing all the pieces of your financial life is a challenging task. An expert financial advisor can be an essential resource to being financially successful. We will address topics of spending, earning, assets, debt, taxes, education planning, housing, estate planning, retirement planning, investing, and more. We help our clients navigate their financial options and leverage their financial resources to be more financially secure and to gain liftoff.

We consider all your financial options, not from a cookie-cutter software perspective, but from a holistic and fundamentals approach. We consider your income and earning capacity, your financial bill paying and cash management system, spending, existing debt and assets, credit score, capacity for debt refinancing, selling/buying, and/or rental property opportunities.

We blend the hard and soft sides of financial planning. Not only do we understand the technical aspects of money and finance, but we understand the emotional challenges that money presents. We pay attention to WHO you are, not just WHAT needs to be done. We want you to gain insight into your money challenges, improve your money thinking, and develop new skills for your future.

We are committed to understanding you and your unique financial situation, needs, and challenges.

We work with you to build a Customized Financial Plan that fits your needs, background, money style, and financial mastery level so that the plan makes sense to you and doesn’t leave you feeling confused or resistant.

We will build a financial plan together that motivates you, is straightforward to implement and moves you forward. Once a Comprehensive Financial Plan has been developed, we will help you to execute on some critical tasks of your plan.

Because of our unique approach to financial planning, blending the hard and soft sides, you can expect to: 1) Get help building a plan, 2) Get help executing critical parts of your plan, 3) Gain momentum to Prosperity Liftoff, 4) Have a time frame to Financial Freedom