A Small Investment, LLC

As a Certified Financial Planner, my goal is to learn what's most important to you, and design a financial plan that aligns to your goals and benefits your financial future. I have the heart of a teacher and passionate about collaborating with you! Your financial plan, your way, centered around the benefit for you. No Commissions, No Hidden Fees or Charges. I offer a complete financial planning approach that goes beyond investments. I collaborate with you to integrate all aspects of your financial life, from banking and lending, to estate, and tax planning. Whether you're just starting to plan for retirement or are well into it, I provide proactive, customized advice at every stage. Your Life, Your Plan Your financial situation is unique, and so is your plan. I prioritize your goals, adjusting strategies as life changes to ensure your financial plan always aligns with your priorities. Together, we'll create a clear, actionable plan designed to grow and protect your wealth. My Planning Philosophy: Financial planning is a continuous, collaborative process. Building lasting relationships and earning trust is at the core of my work. Your plan should be simple, actionable, and tailored to your needs. Every client deserves comprehensive guidance that integrates all facets of their financial picture. My Process: Clarify Your Vision: We’ll uncover what matters most to you, your values, goals, and vision for the future. Design Solutions: Using experience and creativity, I’ll build a tailored financial plan to meet your specific needs. Implement Strategies: Together, we’ll put the plan into action, ensuring progress in all areas of your financial life. Review and Refine: We’ll review your plan regularly, adjusting as necessary to keep you on track. Areas of Expertise: Financial Planning: Personalized plans to meet your financial goals. Wealth Management: Strategies to sustain and grow long-term wealth. Investment Solutions: Tailored investment options to align with your risk tolerance and objectives. Tax Planning: Minimize tax impacts and plan for future tax situations. Life & Disability Insurance: Protect your earning power and financial future. Long-term Care & Business Succession Planning: Secure your future and legacy. Charitable Giving: Maximize tax efficiencies while supporting causes important to you. Complimentary Introduction Meeting I offer a 30-minute complimentary meeting with no obligation. Let’s discuss your financial situation, explore opportunities, and see how I can help you achieve financial clarity and peace of mind that goes with it.