Our Approach
I passionately believe that every financial journey begins with YOU—your unique life, your cherished family, your deepest priorities, and your loftiest aspirations. My goal is to deeply listen to your needs, dreams, and goals, and craft a comprehensive financial plan tailored to your individual circumstances. With a blend of innovative strategies, my aim is to propel you towards the future you envision.
What truly ignites our spirit is witnessing individuals transform their aspirations into tangible realities, achieving goals they once deemed unattainable. At the core of our philosophy is a commitment to guide, support, and serve you every step of the way, ensuring your financial confidence and fulfillment.
Our approach is centered on creating an environment that is educational, enjoyable, and free of pressure. We provide clear terms and guidance on the next steps, empowering you to take control of your financial future.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
What to Expect
Learning from the Process
Asking Questions
Challenging Yourself to Grow
We hope that in 3-5 years when you look back on your time with us, you will not only thank us, but also thank yourself for making the commitment to your family's financial well-being.
Our Clients
We tend to make the biggest impact on families and young professionals striving to influence their community, ready to learn and grow that see the value of both protection and investing.
Medical Professionals – Especially Certified Register Nurse Anesthetists (CRNA)s and those changing from W2 to Traveling
Families
Young Professionals
Business Owners
Questions Our Clients Often Ask
Can you explain my employee benefits?
Can I retire?
Do I have enough?
Can I buy this new car?
What are some tax-efficient strategies I can use as a traveling CRNA?
What are some tax considerations of being licensed in multiple states, and how can I navigate them efficiently?
What retirement savings vehicles are good options for CRNAs?
What types of insurance coverage should CRNAs consider, particularly those engaged in travel assignments, and how much coverage do I need?
What percentage of my income should I allocate towards housing and travel?
How can I budget effectively to manage variable housing and transportation costs?
How will benefits such as health insurance, retirement plans, and paid time off be affected by transitioning to travel assignments?
Companies We Specifically Serve
Monument Health
Black Hills State University