Business and Personal
Choosing an advisor is challenging, it requires both parties, client and advisor, to take a leap of faith in working together. Your relationship with your financial or fitness advisors should be grounded in trust. As such, I want my clients and to know me both personally and professionally.
Who I Serve
I’ve been very fortunate to have a great group of clients for many years. While each client is unique there are a few commonalities that might help you determine if you would also benefit from my services. Most of my clients have unique or complex planning needs; are wealth creators who are passionate about what they do; are patient, long term investors committed to having a custom asset management plan to work for the rest of the lives – not short term trading that may or may not work; are successful, family oriented, community involved people with life purpose that far exceeds just money and personal belongings.
Financial planning
Most clients benefit from a long-term relationship with a financial planner who is able to address every aspect of their financial life at a comfortable pace. I will help you tackle budgeting, cash management, tax planning, portfolio management, retirement planning, insurance, college savings, or wills and trusts. For most people, life brings many changes—in the economy, your career, health status, births and deaths. Having an ongoing relationship with a financial planner who knows your history, personality, priorities and financial situation is invaluable when important decisions need to be made.
personal fitness
I strongly believe that personal fitness and a disciplined approach to your health directly correlates to your financial fitness. As an indoor cycling instructor and cycling coach, I work with my clients to establish realistic fitness goals and methods for tracking progress. Along side of individual coaching, I host weekly cycling classes where we can work hard together to help meet those fitness goals and have fun along the way.