About My Services

About Me: Crafting Lasting Legacies

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For over a decade, I’ve been helping clients navigate the financial world—and lately, I’ve refined my focus: legacy planning. It’s not just about growing wealth—it’s about ensuring your wealth tells your story across generations.

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What I Bring

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As a Certified Financial Planner and legacy planner, I build personalized strategies that help preserve your assets, protect your values, and align your resources with the impact you want to leave behind. Think of it as turning your financial life into a purpose-driven legacy.

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How we work together:
 

• Legacy Strategy Sessions: We go deep into how you want your capital to live on—beyond your life.

• Multigenerational Planning: Education funding, tax-efficient wealth transfers, and estate design—all tailored to your family’s future.

• Holistic Asset Planning: From investments and insurance to real estate and business holdings, I help you build a cohesive plan that reflects your values.

 

I’m independent, so I have access to a full spectrum of providers—not tied to any one institution. This means I can choose only what fits your goals, whether that’s cross-border trust structures, philanthropic planning, or intergenerational wealth tools.

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Why I love doing this

I help clients go beyond just the “numbers.” We explore the why behind your wealth: the legacy, purpose, and story you want to leave. It’s planning with heart and vision.
 

Let’s get started

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Your legacy deserves more than a plan—it deserves meaning. Send me a note and let’s have a chat about what your lasting imprint might look like.
 

Service Highlights:
 

• Legacy & multigenerational wealth design

• Tax-aware inheritance strategies

• Estate & trust planning

• Purpose-driven financial planning (investment, insurance, banking)

• Family succession and philanthropic planning

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