INDIVIDUAL FINANCIAL PLANNING

Whether you are starting at a younger or older age, I understand that every individual has a different goal. My Investment Planning strategies are customized, with your goals in mind, without a minimum investment or high fees like many large firms may charge. With no long-term retainer agreements or contracts, you’re free to enlist my Investment Planning services one-time or as needed.

Financial Planning is the cornerstone to pursue your financial goals. A good comprehensive financial plan can help you establish what your individual situation can look like. We can run several “what-if” scenarios including, “How much can I afford to spend per year on home improvements, travel, or can I afford a second home?”. Whatever your “what-if” case may be, we can build it into your plan and help you work toward YOUR financial goals.

Investing money can be challenging and sometimes frightening without proper guidance. I offer skilled investment services, ensuring your customized plan reflects a diversified portfolio. I have an excellent track record and have earned a stellar reputation in my field.

Individual financial plans can start as low as $350