In a world of uncertainty, of endless information, and of countless options, it’s easy to worry. Did I miss something? Should I be doing something? Should I not be doing something? Worry robs us of enjoying things around us – family, friends, experiences.
Over 37 years ago, I made it my mission to help people have peace of mind about their financial affairs. I have found that my clients can have peace of mind about their financial affairs by clarifying their goals, exploring their options, and moving ahead with strategies that fit them.
Financial planning is not an event or something to be accomplished. It is a journey. It has been my honor to walk with people on their journey’s and to use my education and experience to help people in any way possible.
To serve my clients best, I have always placed a high priority on my own education and have earned Chartered Financial Consultant, Chartered Life Underwriter and Registered Employee Benefits Consultant designations. I’ve been pleased to serve my industry by serving on the board of the Twin Cities Society of Financial Service Professionals and by being its president in 2000-2001.
I hope that getting the little voices of doubt and uncertainty regarding our finances out of the backs of our heads will allow us to focus on the truly important things in life. Whatever that is for you.