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Why Us

We’ll work with you to get your financial house in order.

As a Behavioral Financial Advisor, I incorporate traditional financial planning with
psychology and neuroscience. We help clients make better, rational decisions with
regards to investments and planning. While we can’t predict the future, we can help
you prepare for it. We use the SMART money philosophy so whenever you need
money, we can get it in the most efficient manner.

To understand our clients, we use a sophisticated risk tolerance test and we go
through a values exercise. By knowing what goals and values are important to you
we can implement a plan that aligns your goals and values.

Each client receives a detailed financial plan for both accumulation of assets and
the distribution of assets during retirement so there is no fear of running out of money.