My coaching starts from the moment we meet. I start by understanding what your financial goals are today as well as your financial goals in the future. Then we begin to analyze all aspects of your financial life: everything from your home and auto insurance to your 401(k). Once we have an understanding of where you are today, we can work on building a financial plan that’s not only unique to your goals and aspirations, but also one that will be able to weather the storms of life.
I help people achieve their financial dreams and goals. I help people secure their financial future. I help people protect themselves from unforeseen life events. I help people build a legacy for their loved ones.
I received a degree in finance and entered the world of real estate. I slowly began accruing rental properties and peaked with 44 rental properties in my portfolio. I naturally progressed into becoming a real estate agent. I was a successful and enjoyed the nature of the business, but eventually another great opportunity came knocking.
I was a client at North Florida Financial for several years and one day I received a call asking if I was interested in pursuing becoming an advisor. This was a no brainer. I have always been financially wired, often providing advice to my friends and family. Becoming an advisor is truly one of the best decisions I’ve made in my life. I genuinely like to help people. And this career has been a great avenue for that.
I would love to talk to you about your financial goals to see how I can help. Fill out the form and let me know a time that’s convenient and I’ll get back to you within a day.