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7101 Wisconsin Ave Suite 1200, Bethesda, MD 20814

 

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Client Experience

My clients are individuals, business owners, and professionals in the area of law, accounting, and dentistry. 

I strive to meet the expectations of each and every one of my clients. I request a serious interest in improving their financial lives and a willingness to devote some time to help accomplish this. An open minded approach and a willingness to learn is also important. 

I tailor each client’s plan to meet their needs, both immediate and long term. By using my Pathway To Confidence Program™, I offer a planning process that is comprehensive and goal focused, helping my clients take action with knowledge and confidence. 

Through ongoing monitoring and coaching, I help clients stay on track so they may enjoy their life with less worry about finances.