Determined, worried, secure, ashamed, confident, ambivalent…talking about finances can make us feel all of these things. Underneath, we hope to live dignified, comfortable and significant lives. These are the goals I strive for with clients.
Being a financial advisor allows me to hear your goals and concerns then pull your pieces such as, education, mortgage planning, renovation savings, income protection, retirement income needs including preferred living arrangements, the right kind and amount of life insurance, and the intricate details of estate planning into a “doable” lifelong strategic plan.
There is lots of living to do ... are you ready?