We believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. We'll listen to what's important to you and design a financial plan to make it happen.
Together, we'll look at where you are, wherever that is. We'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:
- Where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
- Where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
- A range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Fellow NAWBO member Kenyata Moore and I will work together as a team. We are looking to help NAWBO members and specifically women business owners address personal and business finances and the relationship between the two.
- Tax Planning
- Estate Planning