I’m a lifestyle financial planner and help people live the life they want with the money they have. This can be achieved by discovering what your ideal lifestyle looks like and what that lifestyle will cost.
I do this by playing the role of life planner (creating the image of your ideal life), then financial planner (determining the cost of this lifestyle and putting financial strategies in place), and then financial advisor (ensuring your financial products support your plan). Together, we will cover the more abstract (goals, dreams, vision) but also get technical (estate/tax/investment/retirement/risk planning).
