As your Personal Chief Financial Officer, I will be there for you every step of the way to help you manage your finances. From budgeting and saving to investments and insurance, I can help you achieve financial peace through strategic planning and management as your Personal CFO.
Developed while working at top Wall Street firms, I have a different approach to managing personal finance. The first step is designing the blueprint for your ‘Financial House’. Using my approach, your ‘Financial House’ starts with a foundation on solid rock and builds upon that to help you achieve your goals and reach financial peace.