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Financial Advisor, Franchise Owner

P: (317) 644-0575

C:

F:

Ownership : %

Woman-Owned %

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10333 N Meridian St 


120

Indianapolis, Indiana 46290-1074


Introductory Member

Member Since:

Business Description:

In life there are events that trigger financial decisions. I can help you tackle these decisions by establishing a well thought-out, long-term, holistic financial planning relationship.

As a Certified Divorce Financial Analyst® - a financial professional who has skills and experience to analyze the long-term financial impact of divorce- I offer a more compassionate and cost-effective avenue to your financial settlement.

A CDFA® can take the offer on the table and project out long-term to show you what you’ll have to live on if you sign the agreement. If the projections show that you’re going to run out of money after 18 months, you’ll need to renegotiate your agreement. That’s why it’s so important to meet with a CDFA® before you sign your agreement.

If this advice comes after you settle, meeting with me is still worthwhile- as I can look at your financial situation and show you how to improve it by making some spending/saving changes.

It’s never too soon or too late to start planning. I enjoy knowing that after someone has met with me, and I help them to implement a financial plan, they will be more confident in their financial future.

With the right financial advisor, life can be brilliant™

Industry

  • Financial Planning
  • Retirement Readiness
  • Divorce Finances

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Keywords: Foster Pike