345 Diversion Street
I am a financial consultant with a skill set that helps people make smart choices with their money, empowering them to pursue their personal goals. Using Values-Based Financial Planning, I help clients identify what’s important about money to them.
My team and I have developed a process of helping clients find money they may be losing unknowingly and unnecessarily. Pinpointing up to 20 areas of wealth transfer, we strategize with clients to help them find those areas, and implement a plan to put that money toward their financial future in an effort to increase their current lifestyle.
Every person has unique financial goals which require unique planning. Often, people work hard, save, and plan to accumulate wealth. Less often do people think of their exit strategy. Using effective planning, I help clients seek out money they may be losing, increase their lifestyle, and reap the rewards of their hard work in a tax efficient way.
firstname.lastname@example.org | (248) 722-7823