"To accomplish great things we must not only act, but also dream;
not only plan, but also believe." ~Anatole France
I base my client planning, as well as my own life planning on this quotation. Like so many things in life, particularly with personal finance, reaching your goals requires planning and action. This is where I come in - to educate you in making effective decisions and to keep you on the course to living your best life. Success doesn't happen by chance and procrastinating only makes it harder!
I am here to have honest and powerful conversations. Money is personal and I want to explore your relationship with it.
Having been in the business for 15 years, I have seen the ups and downs of the market which have illuminated my true value as an advisor. Think of me as your 'financial navigator', leading the way as life throws its inevitable detours. Life is a journey and having someone to guide you, to tell you things you may not want to hear, and whom you can trust, is an invaluable part of your team.
I am committed to helping my clients get their financial houses in order to provide:
1) Confidence to truly live life
2) Gain more of our most valuable asset - TIME
I work with highly successful and family-oriented individuals and business owners - those making a big impact in this world - developing deep relationships and providing sound financial advice in the areas of investment management, retirement planning, estate planning, and risk management.
Most importantly, I hope you see the value of working with skilled professionals as I work alongside your other trusted advisors such as your CPA and attorney, to create a customized, goal-based plan.
I hope your visit to my site will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help increase your financial literacy in concepts such as insurance, investing, retirement, estate planning strategies, and wealth preservation.
If you're looking for more out of your financial planning experience, connect with me and let's explore the possibility of working together.
New clients accepted by referral only.
Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.
CFP ® and CERTIFIED FINANCIAL PLANNER (TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
