Everyone needs and deserves a plan. There are many great financial advisors in Colorado Springs. I like to work with people that are eager to set goals and work toward achieving them, no matter where they are starting from. The best time to plant a tree was twenty years ago. The next best time is today. I hold my clients accountable and encourage them to stretch in order to meet the goals they've set for themselves. We strategically work together to move forward one step at a time. It is not a one and done process. Each year goals are set, fine-tuned or met. The objective is to make progress.
My husband and I have lived in Colorado Springs since 1995. We were born, raised and educated in Connecticut. We worked for government subcontractors for 10 years immediately after college in the Washington D.C. area. We have two adult sons and a lovely daughter-in-law. I enjoy cycling, hiking, motorcycle adventures, digital scrapbooking and knitting.