MY GOAL
In the broadest possible sense, my goal and duty is to be your financial advocate. I'm willing and ready to help you make smart decisions that resolve existing financial problems and prevent future ones.
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WHO I SERVE
I cater to individuals nationwide, primarily women and couples, who seek guidance, need to put issues into perspective, and make important decisions that require unbiased, objective financial opinions and professional analysis.
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WHAT I DO
My specialty is in the area of retirement planning.
My advice and consulting services include discovering and prioritizing your needs and goals, mathematical analysis and forecasting, professional evaluation and advice, recommending financially viable solutions, and a structure for making smart financial decisions. Additionally, if you desire, I can help you open/transfer/consolidate your retirement investment accounts (IRA's, 401k's, annuities, etc.), implement the recommendations, provide ongoing support and monitoring, and accountability.
I can help you make smart decisions with regard to your retirement plans, retirement accounts, retirement and pension options, retirement distributions, retirement income and cash-flow planning, retirement risk management, tax diversification and tax reduction strategies, debt management, retirement investment strategies, asset allocation, retirement investment management, retirement relocation, Social Security, long-term care planning, employee benefits, and estate planning. Please check out my Retire In A Weekend™ retreat consulting package. It's truly one of a kind!!
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MY APPROACH
The specific reason or reasons that brought you here will probably be addressed first. As a part of that solution process, I'll take a broader look at other aspects of your financial life. When I see potential issues, I'll discuss them with you. I'll discuss options, timelines and ways to proceed with whatever you choose. I offer a simple, systematic approach to crafting a customized financial strategy for each person. Recommendations are made only after a thorough examination and evaluation of your situation.
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HOW I DO IT
I understand that your situation is as unique as your fingerprint and that you may want advice in-person, over the phone, or via email. I also understand you may want advice on an hourly basis, daily basis, on a long-term retainer basis or even a month-to-month basis. I'm flexible, am a good listener, and offer many options to suit your needs including my popular Retire In A Weekend® retreat. Call me at 1-866-786-2521 today to discuss your situation and needs. I'd be happy to speak with you.
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WHAT HAPPENS NEXT
In my work with other successful people, I've learned that your goals and objectives will change over time. Life is a journey!
If your goal is to reach the farthest hill you can see from here, then eventualy I expect you to be standing on that hill. When that happens, it will be time to look around and create new objectives to be achieved.
As a result, at least every year (or sooner) we can come back to your goals and see if anything needs to be adjusted.
Have any family or business events occurred that might trigger changes in your goals? Based on reasonable projections, are you on track to achieve your goals? Can anything be done to decrease the risks associated with accomplishing your goals? Can we accomplish your goals faster?
These are the questions I ask.
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LET'S EXPLORE
Please call me today at 1-866-786-2521 to schedule a complimentary exploratory meeting. This meeting can take place in person or over the phone, and there is no cost or obligation. There is a mutual process of getting to know each other and deciding if there is a desire on both sides to forge ahead. Together we can determine if and how my services would be of benefit to you.
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IMPORTANT TAX INFO
Please note that Section 212 of the Internal Revenue Code permits an itemized deduction for tax, financial and/or investment advice in the Miscellaneous section of your Schedule A. It is subject to a 2% floor of the adjusted gross income on your personal tax return. Please consult with your tax advisor for specific information and to determine your eligibility.
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FEE MENU
Paying for advice and consulting is an investment. You are not just paying for the work I do; you are paying for the commitment you make to yourself to become financially independent and secure. This commitment extends into everyday life.
Women and couples seek me out because they want a safe and fun environment to make smart financial decisions (with no pressure to buy particular products). What people want and find with me is a systematic approach to reduce and eliminate stress, gain clarity and perspective, understand the advantages and disadvantages of various options, sound strategies to avoid costly mistakes, ideas and tools to simplify their lives, and the ability to invest with confidence.
1. My preferred method of working with people like you is on a long-term basis. As a courtesy and benefit, when you hire me to manage your investment portfolio, all advice and consulting fees will be waived. Learn more about my money management services.
2. If instead, you prefer a relationship with a minimal time and financial commitment, my popular Retire In A Weekend® retreat may be just what you've been looking for.
3. As an alternative, some people prefer to work with me on an hourly/daily or short-term basis, via phone or in-person. Call me toll-free at 1-866-786-2521 and tell me about your concerns and situation. Once I know a little more about you, I'll have a better indication of the work involved to help you achieve your desired result, and I'd be happy to provide you with a plan of action.
Please email me or call me toll-free at 1-866-786-2521 to talk about your concerns. I look forward to having the opportunity to get to know you and help you! Thanks for your time and consideration.
