Helping people reach their goals and dreams through personalized financial security planning
Helping clients achieve their goals takes careful planning. Leslie helps individuals and families identify and achieve their financial security goals. She does this by listening to clients while they express their financial objectives and concerns and helps them build a financial security plan that responds to their individual situations. Leslie believes that everyone can accomplish their financial goals if they receive proper advice and develop a sound strategy. Her comprehensive approach to financial security planning covers risk management, investment planning, retirement and estate planning. The process she follows to create each financial security plan includes: - Gaining a clear understanding of her clients’ goals and dreams - Analyzing their situation and identifying gaps - Building a financial security plan to help clients achieve their short- and long-term goals - Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs. In the ever-changing financial marketplace, it is essential to keep up to date and educated. Leslie continually upgrades her skills though educational programs and seminars.
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