When people ask me what I do, they are really asking who are you. The easy answer to what I do is “I work with my clients to get them to the day where work is optional.” Yes, that is what I do, but who am I? I am a Financial Services Professional, Special Needs Mom, Soccer Mom, Golf Mom, Gym Mom, Cheer Mom and a photography enthusiast who would love to chart the course of your financial future.
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I invite my clients to sit down for two complementary onboarding sessions. First we discuss your hopes, dreams, concerns, and fears. This gives me the opportunity to learn about you and your needs, and for you to learn about me and my holistic approach. The second appointment is to dive into the details. Here we go on a deep fact finding mission to discuss your personal and business finances. We discuss Wealth Accumulation, Risk Management, as well as any appropriate planning needs or financial coaching. Finally, my team and I will review your case and make any appropriate recommendations to help solve your financial needs.
I am a mom to three crazy, busy, wonderful children. My middle child is special needs which has opened my eyes to the needs of the large and growing number of Special Needs Families who need help structuring their financial future to accommodate their children’s unique needs.
My style is casual. I am approachable and feel I am able to make my clients comfortable talking about the last taboo subject-Money. I value your time. I know many important needs compete for your time each and every day. While planning for your financial future may not be an issue that is on fire, it is extremely important. I can manage the details for you. Your Financial RoadMap does not have to be the scary white elephant in the room. Let me help you give it a name, a purpose and put it to work for you.
As a licensed financial services advisor I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Neither Woodbury Financial Services, Clover Leaf Wealth Strategies LLC, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
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