My focus is to build relationships while guiding, challenging and ultimately positioning my clients
I believe that good things come to those who stop waiting. Once you realize what you want your life to be, I can make a ﬁnancial plan to help get you there. Reach out today to get started.
Like many people in these times, Jen Tenzer had a realization that changed her life. And her financial advisor helped bring Jen’s travel planning company to life. I can do the same for you. Find out how a financial plan can help turn someday into today.
Why wait until someday when the life you really want to be living can start today?
We design ﬁnancial plans differently—not just to help you reach the goals you have for tomorrow, but the goals you have today, too.
Let’s talk about tailoring your ﬁnancial strategy so that someday can come a lot sooner.
Gretchen Rubin is a bestselling author and world-renowned expert on happiness. She believes that financial planning can be a key element in people’s happiness toolkit. I’m excited that Northwestern Mutual will be working with Gretchen on helping people take the next steps in rearchitecting their lives. Reach out to me for details and for help turning someday into today.
I’m hearing it all over. People are ﬁnding new meaning in their lives—and realizing that someday starts today. When you have your Great Realization, I can get you started with a ﬁnancial plan.
I’m proud to be part of a company that’s bringing The Great Realization to life. As people like you get clarity on the life you want to live, I can create your ﬁnancial plan and show you how someday starts today.
What’s your Great Realization? Message me to get started.
You’ve got goals. My team and I can build a personalized financial plan to help make any goal you have, happen. That’s because our approach starts with you: your life, your family, and your priorities.
Want to see what we can help you do?
What happens when a financial plan doesn’t start with your finances but instead starts with you? Your goals get a lot closer.
Based on your priorities, we tailor your plan from a range of financial options that can help get you there. Reach out to me to get started.
Give them the full college experience and get some for yourself. I can assist you with your plans so that you can enjoy life now and later.
The path to financial wellness starts with us taking your financial burdens off of your shoulders. Message me to get started.
Sports scholarships aren’t for everyone. Luckily financial planning is. Drive your finances straight down the fairway and land in the green every time with a solid financial plan.
I help manage your financial dreams so that you can achieve your professional dreams, in a space that fits you now and in the future. Message me to get started.
If you’re within a decade of retirement, here are 3 conversations you should be having: bit.ly/3Az883A
I now pronounce you holders of a joint bank account. Let me help you build a financial plan while you build your lives together.
Halfway through the year is a great time to give your money a little TLC: bit.ly/3AlOlod
When you don’t have cash to make a purchase, having good credit is key. I can teach you about strengthening your credit score with on-time payments and managing debt responsibly. Message me to get started.
Ready to go from employee to entrepreneur? Answer the call to start up your dream business. I’ll make a financial plan to minimize stress during the big change. Message me to get started.
At Dynamic Capital Planning, our mission is to create financial peace of mind for our clients by helping them grow, optimize, and protect what is important. Clients value our hands-on concierge planning experience because we provide clarity and simplicity where there is often confusion and chaos; our clients feel like family to us and become some of our closest friends.
We accomplish our mission by engaging in a comprehensive, multi-generational financial planning experience that clearly addresses the unique goals and objectives of the families and businesses we guide.
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