I'm so glad you're here, I've been in the financial services industry for over 15 years now, and I love getting to work with new clients who have just purchased their home. It's such an exciting time, and also one that brings up a lot of questions.. how do we build back up our savings accounts after this big of a purchase? What's all the insurance about on my home? And thoughts about new bills and budgets start to come up.
I'm here to help guide you through all of it, and happy to answer any questions you may have.
This is where we get to have an open and honest conversation about your finances, talk about your goals, and get you on track to achieving them. Whether that's paying down your debt quicker, buying more properties, travelling more, or savings for your growing family, we're going to talk about what's best for you.
Reaching out to talk about your finances is the hardest part, so congrats on this first step. I know how nervous you may feel about talking about these things, I was once making these big purchases in my life too, so I get it. All I can promise, is that you'll never regret taking a real look at your finances to make sure you're on track.
At the appointment
- we'll take a look at your new
- look for savings on your
home + auto insurance
- review your financial goals together
- chat about protecting your future wealth
- review your current savings plans
- and you'll get updates on how you're progressing when you need them:
monthly, quarterly, or yearly
If this sounds like something you'd like to take a look at,
click on the getting started button below
and we will chat soon!