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.