With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Retirement Planning Specialist & Financial Professional
In basketball, a full-court press is a hyper-aggressive defense strategy that involves players guarding the opposing team over the entire length of the court instead of the normal half. In business, this phrase means giving an all-out effort to accomplish a task or goal.
* Gain a clear understanding of your financial goals - uncovering what's most important to you and getting insight into what you want your money to do for you.
* Create a well-defined plan for achieving those goals - to understand your hopes, dreams, aspirations and address your financial concerns and priorities.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.