Bringing Wall Street Experience to Independent Financial Advice

I understand that many of us are looking to be more in control of our time, have a purpose in what we do, and leave a legacy to our loved ones or the causes that we care about. In order to do that, we need to make smart decisions with our money and plan ahead. The problem is that understanding the landscape of financial advice can be complex.

This can lead us to grow anxious about our situation, and make poor financial decisions. I believe that everyone should have access to personalized financial advice. I learned the importance of financial planning firsthand when I had to make decisions for my family, which is why I left a career on Wall Street. Now I help other families plan for their own financial future.

Here’s how I do it: We’ll start by identifying what’s most important to you, develop a plan to help you pursue your goals, and I’ll work with you to monitor and adjust your plan as needed.

So contact me when you are ready to schedule a free consultation. In the meantime, spend some time on the site reading articles, watching a webinar, or downloading the 21 Key Stats report. So you can stop worrying about missing out on life’s experiences and instead start a path towards financial independence.