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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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As a CERTIFIED FINANCIAL PLANNER™ professional, I run a broad practice and work with a team of specialists to offer:
* Flexible financial planning for driven millennials
* Guidance with multigenerational and estate planning
* Comprehensive planning for successful women, attorneys, physicians, and business owners
* Foundational planning for young families
My mission as a CFP® professional is to inspire my clients dream courageously and live with purpose. I do this by helping them align their values with their actions by creating a safe, fun atmosphere where my clients can open up and talk about what matters most.
So many of my clients know that they need to sit down and answer the hard questions, but they are either nervous or simply don't know where to start. I help people have the scary conversations that, when mixed with my sense of humor and knowledge, become easy and even bring a sense of relief. That's why so many of my meetings begin with a handshake and end in a hug.
I am emotionally invested in helping my clients dream up where they want their money to take them, why they want to go there, and then stay by their side to help navigate the course. It is important to climb the mountain top with my clients, not preach from it.
I value and appreciate the trust and openness required to create a viable plan that makes deep-seeded personal dreams come true. I am a partner in their progress. In fact, mine is a marriage with my clients; not a one-night stand.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4