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When should I talk to a Financial Advisor?

Let's answer a few questions first:

What is a Financial Advisor?

A Financial Advisor is a professional who provides financial services to clients based on their financial situation

Are Financial Advisors only for the rich?

Absolutely NOT! This is a common misconception that I hear far too often. Financial Advisors are not only for the rich or the wealthy. Many advisors have a minimum of assets under management, however we do not have a minimum of assets to become a client.

When Should I Talk To A Financial Advisor?

You’d be surprised how often clients experience a financial, personal, or life change and don’t think to contact their financial advisors. It’s a good idea to get in touch with me especially under the following circumstances:

Personal / Life Changes

  • Entering/Re-Entering the workforce
  • Switching Careers
  • When you get Married
  • When you have kids
  • Preparing to leave the workforce

Financial Changes 

  • Inheritance
  • Buying or Selling Property
  • Work-Related bonus or stock options
  • Consumer Debt
  • Student Loans

Tax and Estate Planning Issues

  • IRA or Roth IRA Eligibility
  • 1099 Evaluation
  • Cost Basis/Investment Sells
  • Generational Planning/Asset Transfer
  • Long Term Care

How can I help you?

I am dedicated to helping you set and achieve your financial goals. I believe that you are the expert in your own life and I am here to help you step into the person you were meant to be. My physical office is located in the Central Illinois area, however I work with clients across the country and currently serve families in 5 different states.

I work as your guide to get you on a path towards taking control of your financial narrative (AKA time freedom). As a fiduciary to you and your goals, I strive to help you make your future bigger than your past. 

There are several answers out there in the world today, but which answers are right for you? Together we can determine what applies to you and your situation.