True wealth management planning strategies are not only about your investments but also evaluating your family’s overall financial health. A well devised plan can highlight where you currently stand, review strategies in place to preserve your assets, increase your overall wealth, create a retirement income stream, and potentially alleviate tax liabilities.
This is not a one-time event but rather an ongoing process as your life evolves. I am here to guide you as you navigate through the changes, and more importantly the uncertainties in life and how they relate to your family’s finances and goals; not only today, but into the future generation as well.
If this is the type of relationship and guidance you have been looking for, I encourage you to contact me for a conversation at 973-305-3871.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
I gave a talk about financial planning specific to women's needs, discussed common challenges and how to overcome them and the benefits of having a financial plan as a road map to meet and exceed one's personal, family and business goals. If you would like for me to speak at your organization's next event, please reach out to me.
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.
