Your Personal Financial Trainer

My role as a financial planner is similar to the role of a personal fitness trainer.

A fitness trainer will 1) discuss the goals of an individual, 2) assess the physical condition of the individual, 3) recommend a fitness plan, 4) work alongside to implement a fitness program, and 5) monitor and evaluate progress over time.

Similarly, a financial planner will 1) establish financial goals, 2) provide financial diagnostics, 3) recommend a plan, 4) implement a plan and 5) monitor and update progress.

As your personal financial trainer, I can help you to overcome procrastination, clarify your goals, and take steps to achieve them. Starting slowly and then proceeding more easily, together, we can find legitimate ways to decrease your taxes, increase your savings, and put some tone into your money.