Is It Time To Get a Financial Plan?
I know your time is valuable and the investment of your assets are often a constant concern.
I am a fee-based financial professional who proudly acts as a fiduciary for my clients. This means I have a legal obligation to put your interests way before my own in all advice I give.
Each client goes through our step-by-step financial planning process. With this process, I really get to know your story. I'll help you identify strengths, challenges, and opportunities in achieving your financial goals by:
- Showing how your portfolio could react in an actual emergency
- Alert you to previous trends in the market
- Protect you from hidden market dangers and triggers
- Help you understand if your investment allocation is right for you
- Assess fees, expenses, charges, and hidden fees and costs
We believe that our clients deserve the latest technologies so we are constantly exploring and investing into new tools and resources. Because of this, our approach is often more proactive than the typical financial advisor role most people are familiar.
This is why our financial planning discussion will be easy to understand and one of the most valuable discussions you have all year.
Are You Ready To Work With A Virtual Financial Advisor?
Due to advancements in technology, I’m happy to work with investors throughout the United States. I have a wonderful web-based virtual meeting program that allows me to work with clients in a very personal way despite being hundreds or even thousands of miles apart.
If you haven't about working with an advisor virtually online – you’ll be pleasantly surprised at how easy, efficient, and enjoyable it can be. If you live near the Sacramento, CA area, I’m more than happy to meet with you face to face in person.
Get started now with a written financial plan that can be a tool that brings clarity to your investments and goals for your financial life.
I look forward to meeting you and getting to know you better.
9381 E. Stockton Blvd. 200
Elk Grove, CA 95624