My professional credentials and life experiences uniquely qualify me to be your financial coach - to help you reach your goals. I am a Chartered Financial Consultant with a master's degree in financial services. I am also a Chartered Life Underwriter who knows how to design life insurance programs to perform as a lifetime investment as well as an after-life safety net for your family.
Personally, thanks to undergraduate degrees in physics and math, I am keenly aware of how things work, including the world of finance. I'm adept at navigating new and unexpected circumstances, gleaned from successful parenting of 10 children, a lifetime of world travel, participation in athletics, and having served in the Peace Corps in Nepal, Asia.
Personally, thanks to undergraduate degrees in physics and math, I am keenly aware of how things work, including the world of finance. I'm adept at navigating new and unexpected circumstances, gleaned from successful parenting of 10 children, a lifetime of world travel, participation in athletics, and having served in the Peace Corps in Nepal, Asia.
Services
Financial planning is like using both a telescope and a microscope to understand your big-picture goals. Financial planners hold well-rounded education and perspectives. We provide a holistic approach, which is very different from services provided by accountants and bankers, for example. Our honest goal is to earn your trust.
Planning and focus are your greatest assets when it comes to tackling financial challenges and making progress toward your dreams. The experienced porters at Tanzania's Mt. Kilimanjaro said the 19,340-foot climb required a minimum of five days. Much to their surprise, I did it in three-just as I had planned.
A temporary, permanent, or partial disability can be debilitating for your entire household. One of the great benefits of life insurance is the financial security it provides to individuals, families and small businesses. Health Savings Accounts (HSAs) allow users to save money for qualified medical and retiree health expenses on a tax-free basis.
Education for yourself or your children is a major life goal for many. In addition to greater knowledge and a more fulfilling life, it carries the potential to garner higher earnings. While the federal government's health care coverage for seniors is a basic safety net, it is, indeed, basic. A temporary, permanent, or partial disability can be debilitating for your entire household.
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