Why work with me?
I have experience.
Sure working as a financial planner for over 10 years has given me plenty of work-related experience. I am grateful to have worked with clients from all walks of life and various types of backgrounds. And while all of that has certainly made me a better planner, that’s not the kind of experience I’m talking about.
I’m talking about my personal life experience. When we experience something on a personal level we come away with wisdom, wisdom that goes beyond what can be taught in text books. Of course, education is important and I have that too, but it’s not the same as walking through life’s challenges such as the loss of a loved one, divorce, remarriage complete with a blended family, career change, starting your own business, just to name a few. These kinds of experiences have shaped me as a person. I have come to know first-hand the complexities and understand the nuances that are layered within our decision making process. What makes sense on paper doesn’t always fit in real life.
While there are lots of other good advisors who have similar work related experience and education, I feel that I bring a level of relateblity that is rarely found. I am, someone who will treat you with respect, kindness, compassion, and understanding.
I’ll meet you where you are and provide you with support, encouragement and the tools to take the next steps you’ve been longing to take in order to bring more meaning and peace not just in your finances… but in your life.