Financial literacy & planning for individuals

Helping bring peace of mind to our customers.

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Empowering young professionals to make the most of their early careers with the guidance of a certified financial planner. Learn how to navigate student loans, credit card debt, savings, and investments to make your money work for you.

APPROACH

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Educate

A variety of resources to improve your financial literacy, including #StartSmart webinars, courses, and one-on-one coaching.

Collaborate

Create an individualized plan with your CFP to work towards financial goals (i.e., debt management, improved cash flow, building savings, and making smart investments). 

Succeed

Ongoing support to keep you accountable and ensure sustainable progress. Go beyond Starting Smart to develop long-term strategies that adapt with you as your life and goals change.

CONTACT

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Fill out and submit the form to the left to get started with Start Smart Financial Planning, or to submit a comment or question for the CFP.

FOUNDER

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