I love traveling and to me, travel planning provides a fitting metaphor for the process for setting financial goals and implementing financial plans. Just as in planning a great vacation, road trip, or getaway experience, there are three important components.
- Where are we today?
- Where are we going?
- How, when, and why do we want to get there?
When there’s clarity around those three components, the opportunity for a successful journey greatly increases. Once there’s a plan and purpose, your day-to-day financial experience flows more smoothly and, most importantly, your journey becomes more rewarding and meaningful. It is courageous, relieving, and uplifting to do the work and build a better path for your financial journey.
No matter where you are, that’s where we will start.
Where are you on your financial path?
- What? I’m supposed to have financial goals?
- I can name my goal and that’s about it.
- I’m making effort toward my goal, but don’t know progress.
- I’ve looked and know I’m progressing, but don’t know if it’s fast enough.
- I’ve looked and know I’m progressing, but also know it’s not enough and what do I do?
- I’ve looked extensively and know I’ve got this with full confidence.
I help people “see around the corner” through real conversations and by guiding the creation of a roadmap. I’ve spent 15 years in financial services building relationships and leading people in new directions and to new outcomes. I’ve served in two primary roles: as a financial advisor helping individuals with their financial dreams and as a business partner to financial advisors helping them to transform how they serve their clients. I get excited about making a difference for people, progress to intentions, and abundant living.