Helping You Through

Life’s Financial Seasons

Integrating Faith and Finances

 

Are you prepared for life’s twists and turns? Do you worry if you have money in retirement?

I am a Certified Financial Planner, and a Financial Advisor with Serenia Life for more than 20 years. I integrate faith and finances with kindness, compassion and expertise. Whether you are just starting out, or need a breakthrough through the confusion, I can help guide you through life’s financial seasons, every step of the way.

I use GPS (Goals, Plans, and Systems) to create a financial roadmap including insurance protection, investment management and planning for retirement, to help you enjoy peace of mind, knowing you’ll have money when you need it.

What to expect? The first step is “Building Alliance”. Schedule a free consultation via Zoom, in person or by telephone to discuss your financial situation. Second step is “Laying the Foundation” by analyzing and implementing your goals. The last step is “Empowering Contentment” by regularly monitoring your life plan.

Don’t leave your financial future to chance. Be empowered with financial confidence. Your Goals. We Plan. Together. Call today to schedule your free consultation.