Once we have completed your financial plan, we now have a “To Do” list, if you will, of next steps to take to get in action with your financial plan. The action items coming out of your financial planning may include setting up a separate savings account, increasing your 401(K) contributions, managing your investments or developing your long-term care plan. I want to partner with you on carrying out your plan and providing the financial solutions you need to implement your financial plan.
My goal is always making sure you completely understand the benefits, risks and costs of all your options. Education is an important component of my financial planning, coaching and financial solutions services.