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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.