Leanne Skelly, Awma® Email & Phone Number

Just as with your physical health/wellness, waiting until a problem becomes acute before seeking professional help can be a big mistake. Having a trusted care physician in place could have eliminated the problem in the first place. The same holds true with your financial wellbeing.Many people may turn to the internet for financial advice but are overwhelmed when trying to determine what pertains to their specific and unique needs.As an experienced financial advisor and Accredited Wealth Management Advisor (AWMA®), and owner of Bay Area Financial Wellness I am in a position to evaluate where you stand now financially, spot potential financial risks, and offer direction and guidance in your Financial Wellbeing. Some of the values working with me can provide include:✔Being the professional advisor you feel comfortable with as a financial confidante and friend to guide you, by putting your family’s uniqueness at the core of the process.✔Help you identify unrealized risks, and options to maintain your financial health/Wellbeing. We don’t know what we don’t know.✔Establishing a structured plan with a focus to follow, achieve, and maintain financial confidence- throughout your life, and your legacy to your heirs.✔Delivering an understandable plan to follow that is adaptable to unexpected needs or changes in your family’s lives.✔Discipline and accountability to stick with your plan and strategies.Here at Bay Area Financial Wellness, we don’t take our responsibility lightly when it comes to guiding your family. We offer you the service that only a small firm with big experience can provide. We are fee-based and independent. We abide by the fiduciary standard, which means everything we do is focused on our client’s best interest.If this is the type of relationship you have been looking for, I encourage you to contact me for a conversation at 650-226-6106, visit our website www.bayareafinancialwellness.com, or email at info@bayareafinwell.com