When I started in the financial planning industry I thought that this business was a science. As I progress through my career helping families work towards achieving their financial goals and dreams I have found that this business is an ART! Every client and every situation comes with its own distinct scenario and exploring the path together is what makes my job so rewarding. I specialize in retirement planning and helping clients who become suddenly single, however have found that helping the younger generations start on a path to financial security and independence is also very gratifying. As a CERTIFIED FINANCIAL PLANNER™ Practitioner I have the opportunity to act as a fiduciary and help clients through the entire financial planning process to include Net worth & Cashflow, Risk Management, Investment Management, Tax Planning, Retirement Planning and Estate Planning. I feel that you cannot give thorough advice without knowing the WHOLE picture. I am a firm believer in Lifestyle Based Investing.