Are you worried that you’re not where you should be financially? Overwhelmed by financial decisions you need to make? Does most financial talk sound like a foreign language to you?
If you answered “yes” to any of these questions, I’m ready to help.
As the founder of Crescendo Financial Planners, I work with all aspects of your finances: home, business, savings, investments, insurance and taxes. The goal is to bring each element into harmony in support of your life objectives. I am also a fee-only advisor, which means I don’t sell products or earn commissions from a third party. I work only for you.
Financial planning and investing can be complex, so I will translate any unfamiliar concepts into clear terms. If you’re “number-phobic” or you simply want a streamlined approach to managing your finances, I can be a good resource for you.
I serve clients at many different levels of income and wealth. My expertise includes:
- Comprehensive financial planning
- Ongoing investment management
- Retirement planning
- Asset allocation
I look forward to helping you bring all the elements of your financial life together so they can perform effectively for you.