I am a wealth advisor and help individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients' aspirations and it's only then, that I can help them build a financial roadmap to reaching their goals. In today's ...more

I am a wealth advisor and help individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients' aspirations and it's only then, that I can help them build a financial roadmap to reaching their goals. In today's economy, reaching financial goals may seem harder than ever. As a CERTIFIED FINANCIAL PLANNER™ professional, I bring experience, knowledge and most importantly a listening ear. My specialties include: - Retirement strategies - Insurance planning - Saving for college - Retirement income distribution - Tax efficient saving and investing - Investment strategies - Divorce financial planning - Women in transition - Speaker to women's groups For important disclosure information, please see https://navistawealth.com/important-disclosures/less