Team Duncan Financial

rofessional - she’s not your typical Financial Advisor. Amy’s organized process and warm approach connect deeply with clients to ensure their goals, values, and what truly matters is brought to life in their Financial Life Plan. Eric has an MBA and over 23 years of experience actively managing investment portfolios using well-rounded, agile, investment strategies. Eric’s decisive and effective communication helps clients feel confident that nothing is slipping through the cracks in the implementation of their big-picture plan. Together, Amy and Eric offer their complementary skill sets to ensure clients feel heard, gain a sense of security, and have access to the informed, objective advice they need to make better financial decisions and stay on track with their ever-evolving financial plan. We focus our practice on helping busy professionals align their values and life goals with their financial behavior by engaging in a clear process with strategies they need to make critical financial decisions with confidence and care. At Team Duncan Financial, we are advice-based. Advice-Based means we offer appropriate, objective, useful advice above all other priorities. We understand that a truly comprehensive financial planning relationship is not contingent upon the peddling of products, but is centered around trust and holistic guidance. We know that proper implementation of the plan requires well-rounded solutions and ongoing support. We believe that advice centered around your priorities and best interests results in better financial decisions and outcomes. Your values and vision of a meaningful life are the foundation of your plan. Our Discovery Experience and visioning exercises are designed to help you gain a fresh perspective and pinpoint actionable items to improve your financial life immediately. We center our process around good communication, self-awareness, and building the confidence you need to start checking off important boxes in your financial life and following an aligned plan. We're right there with you. We are a busy professional couple working hard and planning our ideal life together, just like you. There comes a point when you realize you don't have the time in your day to do it all, or the time in your life to make poor financial decisions that could derail your future. You want guidance about your investments, stock options, planning for your kids, and your own retirement. Partnering with experienced financial professionals who understand what it is like to be in your shoes, helps you make informed financial decisions while allowing you to stay focused on your family, career, and what is most important to you.