Exit Planning Institute - Find a CEPA

As a CERTIFIED FINANCIAL PLANNER™ professional at Merrill Lynch Wealth Management, I work with you and your family to craft tailored financial strategies aimed at achieving your financial goals. Investing can seem daunting, but through a comprehensive wealth plan we alleviate the stress surrounding uncertainties like retirement. We assess your current financial position, define your objectives, and devise a roadmap to success. My process begins with a discovery meeting where we prioritize your families needs, review your finances, financial goals, and assess you investment experience. With a clear understanding of you priorities, we construct a personalized financial plan that aligns your assets and your goals, enabling us to select the most suitable investments for your portfolio. After implementing the plan, we maintain regular check-ins to ensure you remain on track toward reaching your goals.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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Brochure

2022 Colorado State of Owner Readiness Quick Look Brochure

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UBS Approved Content

2022 Colorado State of Owner Readiness Report

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