- 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.