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๐€๐œ๐ก๐ข๐ž๐ฏ๐ข๐ง๐  ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Ÿ๐ซ๐ž๐ž๐๐จ๐ฆ ๐ก๐š๐ฌ ๐ง๐ž๐ฏ๐ž๐ซ ๐›๐ž๐ž๐ง ๐ž๐š๐ฌ๐ฒ ๐Ÿ๐จ๐ซ ๐ฉ๐š๐ซ๐ž๐ง๐ญ๐ฌโ€”๐š๐ง๐ ๐ญ๐จ๐๐š๐ฒ, ๐ข๐ญโ€™๐ฌ ๐ก๐š๐ซ๐๐ž๐ซ ๐ญ๐ก๐š๐ง ๐ž๐ฏ๐ž๐ซ. Costs keep rising. Incomes lag behind. And with new technologies disrupting the job market faster than ever, the future can feel uncertain. So, is financial freedom still possible for hard-working families? Yesโ€”and thatโ€™s where I come in. ๐‡๐จ๐ฐ ๐ˆ ๐‡๐ž๐ฅ๐ฉ: 1๏ธโƒฃ Live with intention. I help you prioritize what matters most and eliminate financial clutterโ€”so you can live happier today and invest more in your future. 2๏ธโƒฃ Invest in tomorrow. While change makes us feel uncertain, it creates tremendous opportunity for savvy businesses. Iโ€™ll help you invest in a way that turns uncertainty into profit. 3๏ธโƒฃ Plan proactively. Through transparent, ongoing financial planning, we manage risks, protect your wealth, and keep you on track with your long-term goalsโ€”without sales pitches or hidden agendas. ๐Œ๐ฒ ๐๐š๐œ๐ค๐ ๐ซ๐จ๐ฎ๐ง๐: I used these same principles to step away from corporate life and build a business that aligns with my values. Thanks to smart investing and intentional planning, I no longer needed to chase more money. This gave me the freedom to build a business I believe inโ€”and one Iโ€™ll probably never want to retire from. And now my life's work is to help others take control of their lives, too. Whether it's starting a business, downshifting to more enjoyable part-time work, or something else. I help my clients eliminate financial stress and start loving life more. Before going independent, I: โšซ๏ธ Advised financial advisors at major Wall Street wealth management firms โšซ๏ธ Educated them on investment strategies tailored to their clients โšซ๏ธ Oversaw more than $200 million in client assets at one of the worldโ€™s largest RIAs โšซ๏ธ Directly served nearly 200 high-net-worth households ๐ˆ๐Ÿ ๐ฒ๐จ๐ฎโ€™๐ซ๐ž ๐ซ๐ž๐š๐๐ฒ ๐ญ๐จ ๐›๐ฎ๐ข๐ฅ๐ ๐š ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฅ๐ข๐Ÿ๐ž ๐ฒ๐จ๐ฎ ๐๐จ๐งโ€™๐ญ ๐ง๐ž๐ž๐ ๐š ๐ฏ๐š๐œ๐š๐ญ๐ข๐จ๐ง ๐Ÿ๐ซ๐จ๐ฆโ€”๐ˆโ€™๐ ๐ฅ๐จ๐ฏ๐ž ๐ญ๐จ ๐œ๐จ๐ง๐ง๐ž๐œ๐ญ.

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