I believe it's important to invest my time in understanding what you're working toward. What are your dreams, hopes and needs? It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
It doesn't matter where you are in your life; I want to be of assistance. My passions include helping people reach homeownership, budgeting for their next big adventure (travel, retirement, kids off to college... etc.), working on where we are today and how we can change it for tomorrow.
I want to empower, educate and enhance your relationship with money. Let's chat!