Coaching

Dear Colleague,

I hold a Master’s degree in Personal Financial Planning. I was methodically trained in the SAME manner as a CFP, by the school that created the CFP designation (The College for Financial Planning). I have friends and contacts who are CFPs and estate planning attorneys. I know what CFPs and estate planning attorneys are looking for and what their approach will be. They care, but they’re often busy. Why walk in to your first or subsequent meeting(s) fumbling around and grasping at straws? Together, you and I can walk through YOUR unique situation and create a framework which optimizes your retirement plan.