Delegate With Confidence
Financial Solutions for Busy Professionals and Owners
For Busy Professionals and Business Owners
We all know that financial management is important; but many people find it boring and would rather spend their time and energies elsewhere. What if they could delegate?
By delegating financial management (and following a plan), you gain more time freedom to focus on other areas, while removing the guess work behind what steps to take towards your goals.
Work with me and I’ll provide the expertise, process and tools to help you achieve your goals with clarity and peace of mind.
Delegate Financial Management with Confidence.
“Having to juggle responsibilities between your profession and your home life can feel like trying to balance spinning plates while herding cats. By 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗿𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, your finances will be one less thing to worry about.”
Reduce Decision Fatigue.
Simplify financial decisions with clarity.
I help clients:
Align goals and priorities with their values
Develop a plan and implement strategies, step-by-step
Better understand their investments and financial decisions
Respond to life's challenges and events more prepared
Delegate the responsibility of complex financial decisions with confidence, clarity and peace of mind
Reach Financial Goals Faster.
GO FROM THIS
TO HAVING THIS
ACCOUNT PROTECTION
Assets under management are custodied with Charles Schwab, a member of the Securities Investor Protection Corporation (SIPC). Schwab offers additional asset protection provisions. Visit Schwab.com to learn more.
Professional Management You Can Trust
FIDUCIARY RESPONSIBILITY
FMSA, a registered investment adviser is a fee-only advisory firm. Representatives of FMSA (like me) offering Financial Management, Planning, and other advisory services are held by a fiduciary responsibility to put client’s interests first.
INVESTMENT PROCESS
We focus on quality, value, and the fundamentals of business.
We don’t gamble, nor speculate.
Our advice and guidance are rooted in fact and objectivity.
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested
How to Get Started
“The next step is a short screening process to ensure an alignment exists between what you’re looking for and what I can provide. Click “Work with Me” to get started.”