Elmhurst, Illinois, United States
BA, English, Women's and Gender Studies, 2011
My financial advising practice focuses on servicing families who are affected by special needs. I start with an initial consultation that includes an in depth financial plan. From there the family and I decide whether we are a good fit to work together and I build a financial strategy that includes an investment portfolio and I work with the families’ other advisors including estate planning attorneys and accountants to create a strategy that helps parents ensure that their child or children are cared for during the child’s entire life not just for the parents. As a part of the financial strategy, I do work with a variety of portfolio managers, insurance planning and strategic lending. With some of my clients, we also create a saving strategy that helps increase the probability of achieving their goals. If you have any questions or if there are any families that you would recommend for an initial consultation, I would be glad to be of assistance.