As a certified Financial Planner, I am qualified to help you navigate the many pathways to financial freedom.  I want you to get out of debt and have enough money for retirement.

These are a few of the ways I help my clients…

I Help Families Navigate Insurance Options and Protect Their Assets

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  • Term life. Whole life. Universal Life? Can insurance companies possibly make things any more confusing? Let me help you understand how to protect your family’s assets.
  • Let’s see if we can save you money on auto insurance and put it into your retirement account instead!
  • Guess what? Home values go up and down. Let’s take a look at your property insurance to make sure you have enough coverage but aren’t paying too much.

I Help You Plan for Retirement

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  • Just because you’ve left corporate world doesn’t mean you can’t have the benefits
  • You do what you’re good at. Let me help you plan for retirement.
  • Ask me about the amazing Solo401k

I Help Schools and Non Profit Organizations Inspire Future Generations with Financial Literacy Events

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  • I have given inspiring talks to schools, teams, and business organizations all over the world.
  • The best time to develop solid financial habits is when you are young.
  • I love inspiring young people with my story