I’m usually not someone’s first financial planner. People come see me when they need to graduate to the next level of financial planning.I got into financial planning because I noticed that as my client’s businesses or practices grew and they were working harder, they weren’t sure they were gaining ground financially to meet the future that they see for themselves.My approach to financial planning may look different from your typical financial planner, for starters, my insight as a business coach and my tested ability to navigate the complexities of growing a business or practice is married with financial planning competencies.My left brain is trained to analyze, evaluate, and create solutions while my right brain is seasoned from years of coaching to help you clarify and navigate to the big picture.