BRIEFLY
In my role as financial advisor, I guide clients to achieve their financial planning goals through holistic financial planning. I have been in the industry for 10 years of which I have performed financial advisor/ financial planning duties for the past 7 years.
WHO I SERVE?
My main goal is to assist clients in achieving their financial goals by following a holistic approach.
WHAT I DO
– Client engagement
– Gathering of data
– Initial planning on relevant planning tools
– Financial Needs Analysis
– Assisting with implementation of action points discussed in financial plans
– Investment review preparation
– Ad hoc product research and/or comparisons between platforms as requested from the IFA
HOW I DO IT DIFFERENTLY
My background in the administrative environment as well as years of experience working with IFA’s give me a broad view of how the financial planning process fits together from the initial meeting with clients to holistic planning and implementing action points in the administrative space.
CONNECT WITH ME IF YOU NEED A FINANCIAL ADVISOR WHO:
– Can assist you with pre- and post-retirement holistic financial planning
– Applies her mind to all areas of financial planning
– Understand and connect the whole financial planning process within the workplace
– Adheres to the highest standards of professional competence
