General Info

I believe a true Financial Plan should be as comprehensive and detailed as possible. The Financial Planning I do for my clients covers everything from investments to tax to retirement to college planning to insurance to trusts to budgeting to recordkeeping. My other philosophy includes educating the client. encourage my clients to ask as many questions as possible so they can understand the process and participate. Being partners enables us to make better decisions together when planning for their future. Lastly, I believe in treating others the way I want to be treated. I take my responsibilities to clients very seriously – each one is a friend and has my personal cell number so they can reach me at anytime. To learn more, visit my blog at www.EnlightenedPlanning.com, or contact me so we can discuss how I can help you to plan for security and peace of mind. I look forward to meeting you!