I believe...

  • You can live a vibrant life regardless of how much money you have.
  • Financial planning helps you to make confident, intentional choices about how to use your resources.
  • The financial planning process should result in intentional action, joy, and confidence.
  • Financial planning is a path to a vibrant life where money is a tool, not a burden.
  • Past financial missteps are in the past; this is a new day and you can make new choices.
  • A financial plan should be communicated in simple, understandable terms.
  • It’s my responsibility to communicate clearly and simply so that you can make informed decisions.
  • A financial plan must be consistent with your estate plan and tax strategies.  You benefit when all of your professional advisers work together.

© 2016 Vibrant Life Financial Planning, LLC. | Contact Me | Disclosure

Theme created by AmbitionAlly