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Financial 'I Do’s' Before Your Wedding

In September of 2013 I married my long-time boyfriend. While the decision was years in the making, this special day brought a number of surprises and important next steps that I often advise others on, but had yet to do for myself.

As a financial advisor, helping others to manage all aspects of their financial planning and investment needs is what I do every day. I spend much of my time meeting with clients, portfolio managers and planners to determine and coordinate effective planning, investment and tax strategies that when September rolled around I realized it was time to take my own advice. (click link below to read article)

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