It’s not about just looking at the dollars you have to invest. It’s about knowing what your goals are, what your dreams are, what you value. It’s about looking at the bigger picture and building a holistic plan personalized for you and your family.
As a Financial Planner, I believe you need a balance between big picture thinking and keen attention to detail. My degree in Finance Management, coupled with a management role at an early age in a fast-paced industry, certainly forged those skills for me. I’ve always loved leading people, coaching and guiding them, ensuring that they stay on track and stay focused. And now I get to do just that – help our clients stay on course with their plans.
My focus at Legacy Family office is working with young professionals who are early on in their careers and at the critical stage in life with a lot of planning needs – planning a career, planning a first home, planning a family – it can be overwhelming. I enjoy taking the time to discover what their dreams and goals are and to help them design that bigger picture. Then, leveraging the skills and knowledge of the Legacy Family Office team to build a plan that provides the clarity they need to get from where they are now to where they want to be.
What is most unique at the Legacy Family Office is that there is actually a team at work here. I’ve worked in other firms where they use the word ‘team’, but at Legacy Family Office they actually live and breathe team. And it’s a huge benefit to our clients – 11 people ALL working for them!
When I’m not in the office or with clients, you’ll most likely find me at Crossfit, where I compete and coach. In Crossfit, you get as much out of it as you put in to it and the results show when you put in the work. But what I love most is the community; it’s like a family and no matter what kind of day you’re having or what you’re going through, they are always there to support you. Coaching gives me a way to give back to that amazing community and support those who give so much more to me.