Managing your money can be mind-boggling and stressful.
There are numerous approaches and an array of strategies and investment options.
Eliminate financial stress and frustration.
60% of adults identify money as a significant source of stress. Money is the top issue that couples fight about.
Imagine living free from financial stress and enjoying the life you want to live.
Investment portfolios are unique to each investor. We design a portfolio that reflects your objectives, risk profile and goals.
In your 30-minute discovery meeting we’ll talk about your goals and what’s important to you. We’ll also give you insight into who we are and how we can work together.
We’ll create a plan based on your current situation and future goals. Then, we’ll identify the expertise you need to achieve financial freedom.
We’ll continue to monitor your plan so you stay on track.We’re committed to helping you achieve your goals, financially and personally, every step of the way.
The money you have entrusted to us represents years of your hard work and sacrifice. Our work together will impact your family for generations.
This is more than a long-term business relationship. It is the opportunity for your family, your children, and their children’s education and well-being. We honor that and we value you.
We look forward to helping you achieve financial freedom.
Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress.
At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind.
Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte.
The wealth that you have entrusted to us represents years of your hard work and sacrifice. Our work together will impact your family for generations. It is the opportunity for your family, your children, and their children's lifelong well-being. We honor that and we value you.
We look forward to helping you achieve financial freedom.
Schedule a call today. We'll create a plan so you can stop feeling overwhelmed and start living the life you want.
