According to an April 2021 survey by Gallup, 57% of Americans describe their current financial situation as “excellent” or “good.” How good do you feel about your financial situation? (Gallup) You have your own career and personal goals. And the financial decisions you make can have a long-lasting impact on you and those who matter to you. You need a financial professional by your side to help, so you don’t have to make those decisions alone. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most—you! We’ll evaluate your financial situation, assess the current economic landscape and create a strategy that meets your goals. Now is a great time to lay the foundation for a secure financial future. Let us help you get started.
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.