General Info

The advisor listed is an Ameriprise financial advisor in Phoenix. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe making financial decisions in a complex and sometimes volatile, financial environment while managing family, career, and personal expectations can become overwhelming. My integrative approach to financial planning is designed to empower you to manage your financial future by helping you to integrate three important areas of your life that I believe are critical influences in the decision making process. Personal beliefs and principles What are the personal beliefs and principles that you have lived by? How did these become your values? When making financial decisions these are important factors in the process. Personal vision for financial future What is the vision you have for your financial future? Where did this vision originate? Where are you in the process Have you arrived? Are you part way there? Is something holding you back? My integrative approach helps to create a foundation for a sound financial future.....................