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While I feel my purpose is to help people in practical ways, there is an additional healing aspect to my work. I take great pleasure in not only working with numbers but also offering advice that helps people improve their financial well-being. This ties directly to the work I did as a personal trainer, where I treated my clients with respect, attention, and dedication. I view each person’s situation as unique and I tailor a plan to fit their needs and goals. You can expect the same level of commitment and dedication from me as your financial planner. There is no greater joy in one’s career, than that of helping clients transform their lives and see them continue on a path towards living a wealthier, healthier and happier life.
In the spiritual community, the Lions Gate Portal is a mystical avenue to manifest abundance into one's life. The power of this portal incites people to set intentions using positive affirmations and meditation to visualize what they are wanting to attract into their life.
Benefits of Working With LGP
Your financial struggles are not unique, but your dreams and plans are.
Not many are able to say they haven't had some form of financial challenges in their lifetime. I have not been immune to the need for pinching pennies and occasionally "going without" in order to meet responsibilities and attain my goals. This allows me to have insight into your situation while I work with you to create a specific plan that will help you meet your unique goals. My guidance will show you how to organize your financial matters, prioritize them by importance, and execute actions that bring your dreams to fruition.
My aim is to provide you with the tools you need to be able to make financial decisions on your own.
While you may still desire a second opinion or some added perspective on some things, I work to give you confidence in making some financial decisions on your own. Once you feel you are on the right track after working with me to create a plan, you will need me less and less. As big things come up, like starting a business or purchasing property, you'll know who to reach out to. But day-to-day things, like your insurance needs and retirement investing, will be familiar topics that you can evaluate for yourself most of the time. Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. This is where empowerment has its biggest influence.
My desire is to help provide the inspiration to reach your financial goals.
Working with you is more than a "job" to me—it is directly linked to my purpose in life, which is to help others. Therefore, my efforts to help you reach your goals are motivated by the desire to see you not only succeed but even exceed your objectives. I will closely monitor our progress to ensure we are on track. There may be times when your goals will shift due to major life events such as a marriage or becoming a parent. I will help you find areas to be flexible and those which need to stay the course in order to align with your new circumstances. Finding inspiration in life sometimes needs nurturing. Working with me to create a plan that guides you in that direction is your best way to find it!
To me, a financial planner is like a conductor. Components of an orchestra may contain a variety of strings—brass, woodwinds and percussion. A financial plan has components also; some are more complex than others, but all are important and play a role. Just like an orchestra, personal finance can be complex too. The role of the conductor is to assure that all components are working well together, keeping an eye on efficiency and effectiveness. If a musical instrument is out of tune, the conductor will notice and correct the problem so that it becomes harmonious again. Likewise, a Financial Planner will do the same for your financial situation. You may notice that the financial journey has periods of time when the market is brisk and lively—unsure of what direction, if any, to take. At other times, your finances may seem slow and uneventful. And yet, there will be times you are celebrating the highs of economic growth and stability. But it is a dance that is played and it’s best with the right partner or conductor.