Helping people pursue their goals and aspirations is my inspiration.Whether a client is just starting out and is charting their investment journey, transitioning to a new phase of life, or they’re already a seasoned investor ready to head into retirement and are looking to firm up their plans, I help educate them about their options and guide them through the investing process.I start that process by listening to my clients’ stories, their dreams, their concerns, and their goals.Together, we use that information to develop and evaluate options and choose the path best suited to the their investment journey. All of our circumstances are unique and can change. We’ll keep in touch and adjust your path if warranted, drawing on a wide variety of tools and resources based on your timeline and risk tolerance.Using my experience and expertise to help clients identify solutions for their goals is my passion. I’ve honed my process for providing financial advice over 18 years in the industry, watching investors and their families grow and change. During that time, I’ve deepened my knowledge and kept on top of industry changes by obtaining designation as the Accredited Investment Fiduciary® (AIF®) which is a professional certification for serving as an investment fiduciary.My specialty is working with enthusiastic professionals, especially business owners who are preparing for their ideal retirement — but also pursuing life goals along the way and planning their legacy, whether that’s taking care of their families, supporting philanthropic organizations, or both.If you’d like to talk about your financial future, give me a call today at (201) 783-5877 or email me at sunhee.lee@genesiswealthmgt.com to schedule a consultation and discover how I can help you pursue your financial goals.