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Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field.View My Profile
As a fee-only fiduciary financial advisor, you can rest assured that I am always working in your best interest.View My Profile
Once you work with me to define your priorities and systemize your household money decisions, you will be able to manage your finances together as a team while enjoying global living.View My Profile
I am a fiduciary financial advisor that loves helping women and entrepreneurs dream big, navigate life changes, and find financial freedom.View My Profile
I work with the millionaire next door who wants to pay a flat fee for financial planning advice based on my experience and value instead of the size of your portfolio.View My Profile
It's a privilege to help my clients realize their potential and live their greatest lives.View My Profile
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Because it’s crucial when choosing a financial planner.
Financial planners and investment managers that are fiduciaries and fee-only are held to the highest standard of care and are legally required to act in the best interests of their clients at all times.
“Look for a fiduciary financial planner. In short, this means the financial planner has pledged to act in a client’s best interests at all times. Investment professionals who aren’t fiduciaries are often held to a lesser standard, the so-called sustainability standard.”
“Your interests are best served by a financial advisor who is a fiduciary. A fiduciary must disclose how the advisor is compensated along with any related conflicts of interest.”
“Make sure your financial advisor acts according to a fiduciary standard. If not, find one. Your interests should always come first.”
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