SERVICES
EXPLORE WHAT WE OFFER
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We’ll work together to identify your needs, wants, dreams and concerns. I’ll analyze your financial statements, tax returns, cash flow, risk profile and budget to define a clear path to help reach your goals. I’ll guide you through life transitions along the way to keep you on track.
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Communication and coordination between all of your professional and financial relationships are key to staying on track towards your financial goals. I will work together on your behalf with all members of your financial team.
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Once your financial goals are identified, we’ll build a customized investment portfolio to help meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we help ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and make adjustments as needed
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Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the confidence that everything they need is in one centralized location that you can access any time of day or night.
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Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives at StrongHer Money.
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We share your mission to help your retirement plan participants achieve their financial life goals. We can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.