I offer advice and classes tailored to your individual financial goals and situation, whether that’s developing a retirement portfolio or saving for a child’s or grandchild’s education.
During our first meeting, I’ll ask you some questions to determine where you are now financially and where you want to be in the future. We can then develop a roadmap for your progress. Things to consider include your current assets, your income, your expenditures, any mortgages or outstanding debts, and your goals for the future, such as a particular amount of money in a savings account or RRSP.
Consultations typically take from half an hour to an hour per week.
We can work together over the phone, via Zoom, or in person. Licensed in DC, MD,VA,CA,NC, GA and IL.
I also host classes in local churches, schools and some government agencies.
Below is a list of businesses, organizations and schools I’ve worked with: