Empowering Your Financial Decisions
Financial decisions can feel overwhelming, but they don't have to be. Whether you're navigating a major life transition or simply want to take control of your financial future, having a clear plan can provide confidence. My goal is to make financial planning approachable, personalized, and empowering--helping you move forward with clarity and security. Below, you'll find more about my two-appointment process and why financial planning is a crucial step toward achieving your goals.
Meet Alexia
With a family background in banking, I developed a passion for finance early on. However, I sought a path that allowed for deeper personal connections, leading me to become a financial advisor. There's immense satisfaction in guiding clients from financial uncertainty to confidence and excitement about their futures. I am committed to dedicating over 50 volunteer hours annually and serving on non profit boards like Junior Council. An advocate for community engagement and an active lifestyle, I find balance and energy through activities like Pilates.
I go through a 2 step process with clients to create their financial plan. Let me walk you through it!
Step 1
A 20-30 minute call where we talk about your goals—this might include retiring at a certain age, buying a home, or funding your child's education. We'll also go over your financial picture, including your 401(k), investment accounts or savings accounts. Cash flow is another key part—we'll review your income, spending, and any other financial commitments. And, of course, I'll ask about your comfort with investment risk to ensure your plan aligns with your preferences. Largly, this call is your opportunity to tell me what's most important to you, and if there are any specific areas you'd like to focus on in our planning review.
Step 2
We'll meet either in person at the Bank of America Tower at 110 N Wacker or virtually on Webex or Zoom. During this meeting, we'll take a deeper look at your financial plan—assessing where you stand in relation to your goals and discussing recommendations to keep you on track. We will utilize Merrill's Chief Investment Office's Capital Market Assumptions to help project your wealth. This step gives you a clear roadmap for your financial future.
*Note appointments can be added if needed. Appointments may run longer if financially complex.
Restricted Stock Units (RSUs) can be a powerful part of your compensation, but do you fully understand how they work? Join us for an informative webinar where we'll break down the essentials of RSUs, ...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
