Description: Confidently achieve financial independence
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Discover How I Can Help
Together we will identify where you are today and where you want to go. This starts with getting clarity on your goals and analyzing what you currently own, owe, earn, and spend, and determining if you are on track to meet your goals. We will incorporate future events into your plan, such as stock option vesting, health care costs, college, Social Security, pensions, and home sales/purchases.