Did you know that parents are the number-one influencer on their kids’ financial behavior? Help your kid become a money genius with these great tips
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I bring a unique approach to financial planning to help my clients define and achieve their specific goals. I strive to ask the tough questions and ensure that each financial plan I provide is tailored to the individual. A proper plan should be able to withstand the uncontrollable events that life will throw at it and maintain its course. Providing a human approach is the way I work with each client. My emphasis on relationships and ongoing support ensures that plans are adjusted to changing needs and a constantly evolving financial industry.