Comprehensive planning. Focused on putting your needs first.
How do you create an investment and retirement plan to meet your goals? How do you protect your assets from unexpected events? How do you talk to your family about transitioning your wealth to the next generation?
Putting your retirement plan in place requires developing strategies for a number of different areas. My personalized process includes meeting with you so I learn more about you and your goals. Working together, we will build a solid foundation for your retirement plan and keep it in sync with your changing circumstances.
Transitioning through Divorce
As a Certified Divorce Financial Analyst (CDFA®) professional, I provide financial guidance to individuals facing divorce, and their attorney, through all stages of the divorce process. I’ve completed an intensive training program to become skilled in analyzing and providing knowledge regarding the financial issues of divorce.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.