How I Help
It's never too early to start Financial Planning.
I can help you with:
Merging finances with your partner
Balancing your budget
Managing your student debt
Career aspirations and goals
Establishing and maintaining credit
Setting short and long-term goals
Major purchases like your first home
Understanding your behavioral biases
Starting to invest the right way
Maximizing your employee benefits
Financial Planning is the process of determining whether and how you can meet life goals through the proper management of financial resources.
Financial Statement Preparation
Insurance Planning & Risk Management
Employee Benefits Planning
Income Tax Planning
For a more detailed explanation, check out the Financial Planning section
Aside from developing a sound asset allocation based on your Goals, Risk Tolerance, and Investment Policy statement, I build portfolios based on What's important to you.
For a more detailed explanation, check out the Investment Management section
Events and markets cannot be controlled, but how we manage our reactions to them can be. Achieving results is about how we predict and manage our behaviors.
Financial Behavior Style
Financial Behavior Approach
For a more detailed explanation, check out the Behavioral Finance section