July 19, 2019

An Introduction to How I Work With Clients

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I chose to be a holistic financial planner who charges on a fee-only basis. The holistic part means I work with my clients on all aspects of their financial situation including retirement planning, portfolio analysis and investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax planning, college planning, and goal setting among others. I help to integrate all of these different areas together into a comprehensive plan. [Learn more]

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