Financial planning takes on more urgency as we age, our financial lives have more moving parts, and retirement draws ever closer.

If you have always wondered what it would be like to work with a Certified Financial Planner®, click on this link to begin using my secure financial planning software.  It will lead you through the initial set-up process and help you see what it could look like to have a financial planning professional working for you.

I will then send you a link to my scheduling app for you to schedule at your convenience a no-obligation, no-sales-pitch chat with me. I don’t sell anyone’s products — just me listening to your story. I look forward to talking to you about all the possibilities in your financial life!

Have a Happy Thanksgiving everyone!


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