Am I financially secure? What are my financial blind spots?As a financial planner, I find my clients’ concerns about their financial stability are as varied as their backgrounds—from business owners hoping to manage their portfolios to real estate agents dealing with uneven cash flow to parents hoping to set their children up for financial success later in life. Each client has particular expectations, goals, and challenges when it comes to managing finances; accordingly, each client requires an individualized, custom-made financial plan. My guiding philosophy situates you as the central figure in your financial planning process. Instead of relying on a “one-size-fits-all” approach, I take into account your individual financial situation along with your short-and long-term goals; with these in mind, I then assess your particular challenges, blind spots, and risks before creating a comprehensive planning strategy designed to achieve your specific goals. Having served for twenty-six years in management positions at American Greetings and as a branch leader for Howard Hanna Real Estate Services, my management and financial oversight experience give me a unique perspective on the financial challenges faced by employees and independent contractors. I became a financial planner to help you build a solid foundation for personal financial success. With thoughtful and comprehensive planning, you can simplify your financial life, and otherwise make the most out of everything you have. Call me at (216) 780-6776 so that we can schedule a time to meet.