For more than 20 years I have worked with clients to craft & achieve their personal vision of financial well-being. Taking a holistic approach to financial planning & wealth management, my team & I will gain a deep understanding of your unique financial life & help you make the most of life?s possibilities by creating your personalized IG Living Plan.
As a Personal Financial Planner & a Certified Solution Focused Coach my clients benefit from not only an analytical & strategic approach but also an approach that creates exceptional clarity of goals, a clear alignment to personal values & a partnered approach to execution.
I hold very high standards for myself & my team & enjoy working with clients who have big goals & big dreams, be that business, personal or both. Together let's explore the possibilities.
Personal Finance Advisor, Business Ownership, Cash Management, Home Ownership, Insurance, Estate Planning, Tax Planning, Investments, Retirement Planning