I work with financially motivated individuals who seek to accumulate wealth through their businessprofits and income generated from their salaries through out their professional career. I createWealth Planning strategies that strive to provide the desired income to be financially independentand focus on enjoying their lifestyles.
Your net-worth reflects your network! Expand your network with ambitious, entrepreneurial, open-minded individuals and you’ll attract opportunities that will help you live abundantly! If your keep your network limited, you limit your possibilities!
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1. Conduct an intro call to share expertise and learn investors area of interest.
2. Conduct Virtual Meeting to help investor identify opportunities to achieve financial goals and what service they want to engage to help achieve their financial goals.
1. Certified Financial Planner - candidate