Shannon Holland

Most of my clients are women; they are fun, engaged in life and want to make sure they can afford their lifestyle forever. The problem is most are spending too much and will run out, and others, are not spending enough! They want a realistic picture, a simple plan and an advisor who treats them like family.

It's interesting in that it doesn't matter where they are in life they all come to me with the same three concerns:

  • How can I make sure I never run out of money?
  • Who will care for me when I'm older?
  • They want an advisor who understands their whole picture.

As a result of working with me, we will develop your:

  • Personal Spending Plan
  • Investment Strategy
  • Lifestyle Wealth Process

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.