our focus is YOU
In the world of online advice, financial apps, and changing industry rules, the financial planning world is continuously evolving. Leaving individuals overwhelmed with choice, lack of trusted advice and little compassion in helping those who aspire to a work-optional life style or sleep well at night.
At ePERSONAL FINANCIAL, we have simplified that choice.
I have developed and refined a process to put all the pieces of that puzzle together to ensure that they are prepared. I call it the ‘e’ FORMula.
- Tech-Savvy – you always have constant access – balances, investments & returns, we provide you ongoing guidance over your investments & goals and an eVAULT to easily access important documents in a digitally secure location
- Practical – no longer do you have to meet with a suit-clad advisor in a stuffy office or complete endless questionnaires – just tell us what you would like to accomplish and we will figure out the most efficient solution
- Confident – plain spoken, not in industry jargon making you feel anxious; our goal is always to have clients feeling assured & informed about achieving their financial goals & dreams
- Accessible – when you have a question or need to solve a problem, a highly experienced professional is usually available to respond quickly. Clients can reach us by email, text, call or go online to schedule a call (or in-person - available in Washington State)
ePERSONAL FINANCIAL represents the simple combination of three guiding principles:
- provide empathy to clients unique financial concerns
- address each concern on a PERSONAL level
- follow the highest level of professional ethics
We look forward to helping those professionals and business owners seeking the same.