Our Relationship

Identifying what you want in any relationship, let alone a relationship with a financial advisor, can be very difficult. Often, we (as advisors) are trusted with information that longtime friends and even family are not aware of. We have to be worthy of that trust and provide you with the guidance to navigate the rapidly changing world of finance.  There is no one answer, one number, or one plan that will work for everyone.  “How should I use my money?  How much should go into my retirement plan at work? How should I feel about that inheritance?  Should I buy or rent? How can I protect my family if I get sick or die? What does retirement look like for me? ”

Resonant Financial Management will go as fast or slow as you need, building a trusting relationship, helping you answer those questions and many more, while giving you greater confidence as you plan for the future.