Life transitions are inevitable, typically appearing at critical times. Trying to decide which step to take next, people greatly need sound advice they can depend on.
This is one of the many things I have learned during more than 20 years guiding clients while growing and managing their money.
As a Certified Financial Planner professional since 2008, I'm continuing to build a boutique practice that places clients at the core. My approach to financial planning is holistic, always taking into account that while numbers definitely matter, it is the clients who truly count.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.