Broker Check

Serenity Financial Planning

As your trusted advisor, my goal is to understand your needs. We will sit down and discuss what is important to you, and together develop the ideal strategy for your future.

We’ll ask:

  • Do you feel prepared for your future?
  • Have you experienced a major life event or shift such as a new job, property, marriage, divorce, a death in the family, or retirement?
  • Are you overwhelmed by the abundance of investment options?
  • Are you comfortable with the volatility in your portfolio, and does your allocation match your risk tolerance?
  • Do you need additional income and want to learn how to structure your investments to obtain it?
  • Do you understand the fees you are paying?
  • Do you feel confident in your financial strategy and excited by your goals?

Simplify Your Finances

I will work with you to tailor an investment objective focused on your individual goals. Whether that includes exploring a gifting strategy, retirement and estate planning, or simply managing your emergency fund, I can help. I will also assist in simplify your finances for easy record keeping and tax reporting, all while delivering a transparent fees structure.

Serenity Financial Planning and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.

Plan Your Future

I will help you break down your financial details into a simple picture of where you stand, without using complicated financial jargon.

We’ll focus on your financial future by:

  • Enhancing your goals
  • Maintaining your assets
  • Increasing cash reserves
  • Reviewing education planning
  • Saving for or preserving your retirement
  • Planning for long term care

I enjoy making a difference in the lives of my clients. It would be an honor to sit down with you and discuss your unique situation.