For me, financial planning isnt an occasional task; its a way of life. As the daughter of a mother who worked in the industry, I learned by example the tremendous value of planning aheadboth for the future you have in mind, and for the one you cant predict. Today, I help clients and their families develop this same lifelong commitment to financial planning. My approach is guided by a straightforward philosophy: a financial plan gives meaning and purpose to your money. It also helps you prepare for lifes unexpected twists and turnswhether professional, personal, or health-related. I know firsthand how comforting it is to have an organized financial plan as a guide for navigating uncertain times; now, Im committed to creating the same for my clients and their families, especially in the face of changing market environments. To schedule a comprehensive financial review please email me at Leta.Davis@morganstanley.com. 