Areas of Specialization
I can help you:
- learn basic money skills
- review and reallocate investment portfolios
- enroll and invest your 403b or 401k
- balance income with outflow (spending)
- develop a saving (or a spending) plan
- determine the best annuity or insurance
- decide if and when to retire
- feel comfortable and confident in money making decisions
- achieve financial independence
What makes me different? I do not offer or sell insurance or investments. I educate and guide. You pay me an hourly fee. There is no guess work.
If you are newly widowed, anticipating divorce, recently laid off or retired, I can help you put your financial house in order.
I do this by a process we go through together. Each person has different goals; we each relate differently to money, risk and investing. We will identify your unique process and how to make things work for you.