let's start the conversation
Have a question, concern, or would just like a second opinion? Please fill out the form below to start a conversation. I look forward to hearing from you!
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It takes all types in this wide, wild world, but experience has shown that the best results come while working with clients who
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• are in the wealth-building phase of life (30-50, at least a decade until retirement)
• want help aligning money decisions with values and life goals
• are interested in delegating investment management
• want to simplify and reduce stress from money decisions
• are proactive, intentional, and ready to engage
• want help managing both the big picture and the nitty gritty
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If those descriptions sound like you, we might be a great fit! Let's start a conversation to find out.