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Financial Planning

Client Centered

Financial planning can have an array of different meanings. No matter what phase you are currently in, I will meet you where you are at and focus on strategies that will help fulfill your long term financial goal. Together, we will discover your ultimate goals and implement a blueprint. Areas that are taken into consideration include:

Budgeting and managing debt

Financial and net worth goals

Investment and risk tolerance

Risk management and insurance alignment

Retirement income strategies 

Legacy desires and estate planning

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
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