During our meeting, we will identify what is important to you and what you would like taken care of. We can customize a life insurance portfolio to safeguard what matters most to you, for as long as you need.

Yes, I offer my clients a free financial wellness check to ensure their risk tolerance, time horizon, and liquidity needs match their current investments.

To take advantage of this, all I need is your most recent investment statement and for you to fill out a brief questionnaire. Once completed, I will cross reference your questionnaire results and your portfolio. We can discuss the findings and note if it is in line with your goals, any discrepancies, or ways that you can enhance what you currently have.

By creating a clear plan, you can prioritize and allocate resources effectively. Engaging in financial planning improves your overall financial literacy. You become more knowledgeable about financial products, market trends, and economic factors, empowering you to make informed decisions.

Financial planning is helpful for achieving financial goals such as: managing money effectively, preparing for emergencies, reducing stress, ensuring security, managing debt, optimizing investments, planning for retirement, achieving tax efficiency, and protecting assets.