We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
"People who make emotional decisions with their money typically end up having none."Dave Ramsey
Welcome to potential financial independence, you feel good about the choices you make on a daily basis, and you are telling your money what to do, not the other way around. You carry with you not only a sense of accomplishment from having incorporated wisdom into your financial decision-making, but also a sense of great purpose knowing that you are called to be a good manager of the resources you have. This is financial planning at its best: beginning with the end in mind in order to connect your money to your life goals, and then working to achieve the goals you've set for yourself, your family, and even your community. We believe you've come to the right place if you're looking for a COACH who will encourage and inspire you and a PROBLEM SOLVER who will help navigate you through complicated and unchartered territory. We're seeking to MAXIMIZE your talents and financial resources as you embark on the journey of accomplishing your life purpose. By now you probably know we were not meant to walk through this life alone. Life is much richer as it's lived with others who are willing to stand by our side during hard times and good times. That's where I come in.
My mission is to provide my clients with the financial wisdom to help them reach their long-term goals. Essentially, I'm a Financial Architect who works with my clients to create the blueprint of their financial lives. What do you want to accomplish? What do you want your future to look like? What is really important to you about money? These are some of the most important questions when crafting a long-term financial plan.
I'm also the Financial Manager for my clients as I utilize my experience and the resources necessary to implement and manage their financial plan. It's been said that personal finance is 80% personal and 20% finance. Demonstrating smart financial and investment behavior, especially during difficult times, as well as having someone to objectively coach you through the process and keep you on track may ultimately prove to be the biggest contributor to your overall financial success.
I want to thank you for visiting my website. Please take a moment to look around, and don't hesitate to let me know how I can serve you.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Southwestern Investment Advisory Services, Inc. and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Southwestern Investment Advisory Services, Inc. does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Southwestern Investment Advisory Services. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Southwestern Investment Advisory Services, except in connection with providing your contact information to your advisor.
Ramsey Solution's relationship and agreement is between Southwestern Investment Advisory Services, Inc. only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and Southwestern Investment Advisory Services, Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and 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.