Annual reviews are essential on the trail to financial freedom. I can help point you in the right direction. Let’s meet to review your savings and retirement goals and your life insurance coverage.

Before the back-to-school rush begins, let's take a moment to review your finances. We can reassess your monthly expenses, plan for school supplies and extracurriculars, and set savings goals. A little planning now can lead to a smoother, stress-free school year!

Looking for something to occupy your kids' time this summer? Have them learn about financial topics! Set up a time for me to meet with you and your kids. We can discuss important money topics, and I can answer their burning questions. In the meantime, check out our free financial literacy games! https://www.modernwoodmen.org/resource-hub/guidance-for-families/financial-literacy-for-kids/

Myth: You don’t need to save for retirement when you’re young. Fact: Starting early can be one of the best ways to build wealth due to compound interest. Even small contributions in your 20s can grow significantly by retirement. https://www.modernwoodmen.org/financial-planning/retirement-planning/no-excuses/