Treasure Hunt

I love puzzles, especially math or word problems. I love the challenge and the good feeling I get when I solve a puzzle.

I am lucky. My profession as an Estate Planner allows me to solve puzzles every day. Once I know my client’s story and finances, together we go a hunt to find those planning opportunities.

It gives me great pleasure to educate my clients about opportunities that they did not know existed before we met.

Talk about a satisfying result to solving a puzzle.