Albany, New York
My philosophy is to set it, automate it and monitor the results. I provide coaching though a one on one basis and work to understand my client's current financial baseline and credit standing, and then we work together to create a plan that includes foundational and systematic aspects that will put them on the right track to a solid foundation for the future. I demonstrate the importance of starting early and staying with the plan through the ups and downs. We also look at ensuring that all aspects of financial well being are being reviewed including any benefits provided through an employer.