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Services

How We Work Together

Client Centered

Together, we can help make your dreams a reality for you. We will create a financial roadmap and investment portfolio to follow your life goals and passions. As a CFP® and fiduciary, it is my duty to educate you and give you advice that is in your best interest. Being independent allows me to find customized solutions for your situation. I am not required to sell proprietary products and can show you a more comprehensive offering of investment options including high-level money management programs not available to the general public.

Why should you work with a CERTIFIED FINANCIAL PLANNER™ ?

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My Services Address a Wide Range of Planning Topics

Cash Flow

Do you match your means with your goals?


How can you manage your expenses better to fund your favorite activities?


Which debts should you prioritize?

Tax Planning

How can you minimize what you are contributing to federal and state taxes in order to pay yourself more?

Investments & Retirement

Is your investment strategy consistent with your goals, timeframe and risk tolerance?

Do you have a plan to deal with market volatility?

Protection

Are you appropriately protected against an unexpected loss or event?

Estate Planning

Do you have a plan in case you are unable to make decisions for yourself or your family?

Employee Benefits

Are you maximizing the resources available to you through your employer?

For more information about the firm and available services, send me quick email or call the number below. I would welcome the opportunity to speak with you.

tamara@towardwealth.com |  630-386-0676