My Pledge to You

  • When we establish a collaborative relationship, I commit that:
  • I will be open and honest. You can expect me to be highly professional.
  • Everything we discuss will remain discreet and confidential. Nothing we discuss will be shared with anyone else..
  • My advice to you is personalized and specific to meet your individual financial goals.
  • Recommendations are based on your needs. I will only recommend that I believe is appropriate for you and your specific situation.
  • I will provide ongoing services and answer your questions. You can call me at any time and I will listen with my complete attention.
  • I will meet with you on a regular basis for updates. As your life and world conditions change, your plan will be adjusted to keep you on track to meet your goals.
  • We will build a long-term relationship that serves you through the various stages of your life

Let’s talk! Call or email me for a free, no-obligation
session to discuss how we can work together
In Santa Fe: 505-986-0125