Financial Planning

•INDEPENDENT, FEE-BASED PLAN, customized with the right financial solutions, strategies, and products for each client
•CFP® and CRPC® certifications mean she can stay with clients as they move through wealth accumulation and preservation to legacy planning
•DEDICATED PERSONAL SERVICE TEAM, fully licensed and committed to ongoing service and monitoring of client plans
•CREATES A COMPLETE FINANCIAL PICTURE by collaborating with clients’ other trusted advisors, such as CPAs and attorneys
•UNIQUE ONLINE e-WORTH MANAGER SYSTEM allows real-time, secure access to all financial information and vaulting of essential documents

TO SCHEDULE A COMPLIMENTARY CONSULTATION OR SPEAKING ENGAGEMENT, please call 773-867-3631.