I am passionate about financial planning. Working to help clients see the big picture and see the options, strategies that are available to them.
I use my knowledge to craft a plan designed to work for you. A roadmap that can help to balance your current situation and clarify your financial future.
Being a strong believes in the benefits that a financial plan can provide, as well as the problems that can occur due to inadequate planning or inappropriate advice.
In fact, when hers sons were young, she setup college accounts for them based on research that she did herself. But none of the do-it-yourself books taught Delbar about the follow through you need to keep your financial plan current - to make sure that the college accounts really had enough money to pay for the child’s entire education.
She wished she’d had an advisor to tell her what to do. Keep her on track. Check on her periodically and make sure that she was on track for accomplishing what she set out to do.
Being an immigrant who has been blessed to live in the US, I know that financial concerns can be overwhelming. I know the personal and financial challenges that we all face.
If you can’t do it yourself, call me to set up a complementary consultation call.