I believe understanding the origin of each person's relationship with money and finances is key to building a successful financial life. The Why is as important as the How. I am passionate about my client's financial wellness and creating a custom plan that allows them to create their personal financial legacy. *The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo, and the certification marks Chartered Retirement Planning Counselor, CRPC, and the CRPC logo. *The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Plans Specialist, CRPS, and the CRPS logo, and the certification marks Chartered Retirement Plans Specialist, CRPS, and the CRPS logo. *C(k)P is a registered trademark of The Retirement Advisor University, Inc. 