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.
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!