➢ Comprehensive financial planning for families and individuals ➢ Retirement plan benefits consulting for non-profits and companies ➢ Personal finance education and one-on-one coaching for employees I believe financial planning should empower you to live confidently. I guide individuals and families through financial complexities, helping them manage risks and make informed decisions to achieve long-term goals. ✔ What I enjoy most: The most fulfilling part of my work is helping clients reach financial milestones with confidence and clarity. I aim to eliminate the stress of financial planning, allowing clients to focus on what matters most—their careers, families, and goals. As your "Personal CFO," I handle the details so you can focus on the big picture. ✔ Common Challenges I Help Solve: ▸Clarity in Savings Goals: Many struggle with how much to save, where to save, and prioritizing financial goals. I guide clients in creating a plan that balances immediate needs and future aspirations. ▸Navigating financial risk: Managing risk is key to financial success but can be overwhelming. I help clients identify risks and make informed decisions to safeguard their future while pursuing growth. ▸Organizing a comprehensive financial plan: With many components—retirement accounts, investments, insurance—clients often struggle to connect the dots. I help them create a coordinated, purposeful financial plan. ✔ How I Help: ▸Ongoing, Personalized Planning: Financial planning is a continuous process. I work with you regularly to refine strategies, keeping your plan aligned with your evolving goals. ▸Clear Guidance: Demystifying complex financial concepts and providing actionable strategies for achieving your goals. ▸Educating & Empowering: I present options, discuss pros and cons, and help you make informed decisions. If you're ready to build a more secure and intentional financial future, I’m here to guide you every step of the way. Together, we can create a plan that sets you on the path to lasting financial well-being.