Financial Life Focus, LLC
I am a certified financial advisor and planner for attorneys, executives, and entrepreneurs.
As a fee-only fiduciary, I work solely in your best interests. I do not sell or receive commissions on any financial products such as insurance policies or investment funds.
Money can stress us regardless of how much of it we have. Born into a family business, I received many mixed money messages while growing up:
- Money is supposed to provide safety and freedom, yet everyone seems to be chained to their businesses.
- We should work hard to build wealth so we can have a great future for our families, yet no one knows what that actually looks like.
- We want that great future for our loved ones, but we're so busy working we have no time for them.
It's not just about wealth, it is about well-being. If you have achieved success and wealth, but have financial questions or still feel that something isn't right, I can partner with you to:
- Clarify the goals that motivate you and uncover your “whys”.
- Design a robust plan to grow your business, protect your family, and help you navigate the changes that life throws at you.
- Use your finances and wealth as resources to help you achieve personal and financial well-being for you and your loved ones.