I founded Pivot Point to help people like you and me find clarity, simplicity, and purpose in our lives. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as your guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads.
Together, we will create a plan to help guide you in your financial decision-making while keeping your ultimate destination in mind. It all starts with a conversation. In our initial meeting, we want to get to know you and your expectations to help determine if Pivot Point is right for you. We start by listening.
Together, we will create a plan to help guide you in your financial decision-making while keeping your ultimate destination in mind. It all starts with a conversation. In our initial meeting, we want to get to know you and your expectations to help determine if Pivot Point is right for you. We start by listening.
Services
I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when your decisions around money and life match your values. We are all on a financial journey guided by the actions and decisions we make along the way.
Think back 5 years, 10 years, or even 20 years, and what you imagined your life would look like today. How does that compare to your reality? For better or for worse, the two pictures are probably different. When we envision our futures, we conveniently draw a straight line from Point A (today) to Point B (the future).
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