I think I’m just as much a financial therapist as a financial advisor.
Sometimes, that means teaching investing basics. Sometimes that means instilling healthy habits like I did in my previous career.
I can leverage the eMoney software to help your wealth by:
- Showing best and worst-case outcomes
- Forecasting performance based on selected strategies
- Providing real-time progress updates based on your goals
I believe the best part about eMoney is it can improve our ability to maintain (or improve) your lifestyle, discover opportunities or even enhance legacy planning strategies.
IMPORTANT: The projections or other information generated by [name of investment analysis tool] regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Your Priority:
Cohesive collaboration.
How I Help:
You can’t make the best decision when your CPA, attorneys and other professionals work in silos. I coordinate discussions among all parties — myself included.
Your Priority:
Ensuring your company’s retirement plan is actually valuable.
How I Help:
I work with portfolio managers who provide unfiltered, unbiased advice to help you choose from better funds, reduce expense ratios or overhaul your plan in general.
Your Priority:
Action plans you can actually understand.
How I Help:
I’ll strive to deliver a jargon-free roadmap detailing cashflow, liability management and succession next steps so you have clarity — not new uncertainty.
Your Priority:
Timing Social Security perfectly.
How I Help:
You can’t reverse claiming Social Security. I’ll explain the pros and cons of when to claim based on your age, time horizon and goals.
Your Priority:
Aging with grace and dignity.
How I Help:
Long-term care is a major consideration. I’ll walk you through your options of self-insuring, specific policies or hybrid strategies.
Your Priority:
Not making mistakes.
How I Help:
I believe my clients see me as a sounding board for all sorts of life transitions. I’ll give you my honest take on whatever you ask, every time.
Your Priority:
Introducing investing best practices.
How I Help:
We’ll build a plan that gradually ramps up savings targets, so you stay committed to the process instead of feeling anxious or overwhelmed.
Your Priority:
Getting your family on the same page financially.
How I Help:
I’ll facilitate family meetings and serve as a neutral party to keep the conversation calm and productive.
Your Priority:
Stability and structure across generations.
How I Help:
Who will make decisions? What process do you have in place to ensure accountability? We’ll work with professionals experienced in family dynamics, so everyone knows what to do, when.