Financial success and security doesn’t happen by chance. It is achieved by making a conscious choice to take part in a process of dreaming about the future, utilizing industry expertise, and applying what you learn to a plan of action.
Kim’s purpose is to provide guidance to successful business owners, families and individuals in preparing a strategic plan to meet their financial dreams. Backed by the strength of Mass Mutual, Kim’s team specializes in a variety of areas to help you plan for retirement.
Their approach to financial planning is holistic and structured, yet personalized to each client. It begins with a thorough discussion of your financial dreams, with special attention on your comfort with risk and time horizon to develop solutions that make sense to you. This often uncovers opportunities, recommendations and situations that their clients didn’t realize existed. Kim’s team guides the client through a collaborative process with their entire advisory team including their attorney and CPA.
They then consistently reassess your goals and current financial status to provide you with a balanced approach to assure that your intentions have been understood and your needs are met. Through an honest and collaborative process they will help you achieve your financial goals.
