My focus is on creating strong client relationships. Many of my clients are strong women who care about their finances single and married, divorced and widowed. My goal is to make investing simple and understandable. I coach my clients to have a distinctive way of looking at money; primarily to understand what an investment can do for them and their family. Together we create a long term comprehensive plan to help them make their financial resources work together and stay focused on the task at hand. As a Family Wealth Advisor with more than 25 years of industry experience, I have developed a very distinctive way of looking at money. I coach my clients to understand what an investment can do for them and their family. Together, we create a long-term, comprehensive plan to help their financial resources work as one. I help them stay focused on the task at hand, so they can get from where they are now to where they want to be in the future. At The Plaza Group at Morgan Stanley, we view ourselves as puzzle solvers, approaching your financial goals as a personalized financial jigsaw puzzle. For me, the thrill is in the gathering of all your financial information together in essence, collecting all the pieces. Then, utilizing my skills as a Certified Financial PlannerTM (CFP), I frame out the picture of your financial future and begin to set the pieces in place so you no longer wonder How can I? and start believing I know I can. My clients know they can call me anytime at 913-402-5204 with financial and personal questions that arise. These are just some of the questions I help my clients answer every day: How do I get the most out of Social Security? What is it going to take to get my children through college? How much retirement income can I generate and how much do I need? How much will health care/ Medicare cost me in retirement? Should I keep my house after the divorce? What about long-term care? What do I do with this? and this has been a lot of different things. Don't do all the work yourself, let us help you. Contact me today at sheila.davis@morganstanley.com or call 913-402-5204. Visit our website at https://advisor.morganstanley.com/theplazagroupkc. NMLS#: 1290488 Areas of focus: Financial Planning Specialist, Retirement Consolidation, Investments, Financial Advice, College Savings, Retirement Income, 401(k) Rollovers, Asset Allocation, Long Term Care, Life Insurance, 401(k) Plan Advisory Services, Lending Solutions 