My Process

My Process

My process uses a comprehensive approach. It is important that various aspects of my client's financial life is addressed.   I focus on six critical areas of a woman's financial health.    

Six Steps in The Financial Process:

  1. Assessing your current financial position.
  2. Assessing your risk management strategies.
  3. Developing a strategy to save for your goals
  4. Educating on tax strategies.
  5. Retirement planning strategies.
  6. Legacy strategies.

I do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor. 

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