Personal Value Statement:
People choose to work with me because I am dedicated to helping clients become better educated and organized regarding their personal finances.
What this means is that I will create an environment where you feel comfortable talking about your greatest challenges, opportunities, and what matters most to you and your family.
The benefit is that you will have peace of mind in knowing you have a financial partner with your best interests in mind.
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.