Financial planning works with the puzzle pieces of life. When my clients come to me for help with a financial plan, they bring all of their puzzle pieces. After some organization and understanding, I am able to help them visualize and verbalize their goals that work for their family. Then we measure their comfort level with risk and see how we can pull the pieces of the puzzle together. Sometimes we have to have uncomfortable conversations. But at the end of the day, even if the path isn’t straight, it doesn’t mean we can’t move forward with confidence.
No matter how big or small, every decision is important in reaching your long-term goals. Click below to schedule a free consultation with me and let’s begin your journey toward financial independence.
Securities offered through Cambridge Investment Research, Inc., a Registered Broker/Dealer, Member FINRA and SIPC to residents of AL, AZ, CA, CO, FL, HI, ID, IL, IN, KY, MN, MT, NE, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, VA, WA, and WY. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor to residents of AL, AZ, CA, CO, FL, HI, ID, IL, IN, KY, MN, MT, NE, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, VA, WA, and WY. Cambridge and RLJ Wealth are not affiliated.
349 E New York Ave,
DeLand, FL 32724
7035 Campus Dr, Suite 911,
Colorado Springs, CO 80920
