All financial advisors are not the same, and I think it is essential that you connect with someone with whom you feel comfortable and who respects your financial goals.
I work in a collaborative relationship with a limited number of clients.
Many of my clients are successful entrepreneurs or professionals who want to maximize the value of their business and develop a smooth exit strategy.
Here's what you can expect when you are part of my small circle of clients:
• My close attention to you and your assets. I'm a good listener and use the information you provide to help develop a workable plan for you.
• My mission is to see that you have enough reserves to help pursue the retirement you envision.
• A financial-planning process that helps you prioritize and decide how to use your money as a tool for pursuing your financial goals. I can help you identify issues and walk you through the decision making process.
• A transparent, collaborative relationship that empowers and informs you so you can be comfortable with the actions that are taken with your assets.
Call or email us to set up a complimentary, no-obligation consultation to discuss how we can work together to help you feel more confident about your financial decisions.
In Santa Fe: 505-984-3856E-Mail: firstname.lastname@example.org