1440 S. St. Francis Drive Suite A Santa Fe, NM 87505
An individualized approach based on your values
All financial advisors are not the same, and it is essential that you connect with someone with whom you feel comfortable and who respects your financial goals. Everything that we do together is designed to be consistent with your individual values and to pursue your visions and objectives.
Enter your retirement with confidence
Through my planning process, we can help ensure that you will have enough reserves to last you through retirement and leave the legacy you desire.
Manage your business effectively
Many of my clients are successful entrepreneurs or professionals; I work in a collaborative relationship with them to help maximize the value of their business and develop a smooth exit strategy
My knowledgeable team strives to ensure that the phone is always answered and that you are taken care of graciously. Any concern or question you may have will be promptly addressed. Rest assured, your comfort is our utmost priority.
As a small business owner, I am passionate about being involved in and giving back to our community.
Financial planning is at the core of my practice. My financial-planning process helps you prioritize and decide how to use your money as a tool for pursuing your financial goals. I can help you identify each issue and walk you through the decision making process.
I can coordinate with other professionals, such as your attorney or CPA, to help you effectively pursue your financial goals. This helps your entire support team be in sync with your needs and desires.
Call or email us to set up a complimentary, no-obligation consultation to discuss how we can work together so you can feel more confident about your financial decisions.
In Santa Fe: 505-984-3856
E-mail: [email protected]
We offer a full library of resources to help boost your financial planning knowledge.
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.
We would love to hear about your goals and discover, together, how we can help you pursue them. Please reach out to us; it would be an honor to support you.