$35MM AUM | $325,000 GDC in Louisville, KY
Member is Interested In:
My business is focused on comprehensive financial planning and wealth management. As a CFP, I am a big believer in taking my clients through a comprehensive financial planning process. After that process is complete, I draft an Executive Summary highlighting steps they can take to help them reach their financial goals. Oftentimes one of those solutions is allowing me to help them manage their money, most often for a fee.