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Some people manage their money perfectly well on their own. Others benefit enormously from professional guidance. Those hiring a financial advisor don’t always need one in an ongoing fashion either, especially if they can stick to a plan on their own. Some want to delegate a portion of their finances to an advisor to manage. The trick is figuring out which camp you’re in.

My financial planning philosophy grew out of real-life experiences that led me into this profession and taught me the financial and life principles that matter when helping clients.