• Are you a micro-manager, tracking numbers obsessively but feeling disconnected from the big picture?
  • Have you done well financially, but acquired a "junk drawer" of miscellaneous products which may no longer serve your needs?
  • Do you have a team of financial professionals but no one person to tie everything together?
  • Are you refocusing after a life or career change?
  • Perhaps just starting out and peering ahead with apprehension?

Regardless of your current circumstances, having a solid financial plan can help you to move forward and pursue greater financial success. Rebecca enjoys working with people regardless of where they are in their financial journey.