For one person, that might mean the freedom to work shorter hours, providing more time to spend with their children. For another, it might mean freedom from worrisome medical and assisted care costs. For another, it could mean a secure retirement and the freedom to travel or relocate.

Susan’s personalized approach precisely tailors financial planning to the individual goals of her clients. The “bottom line” is written with honesty, deep respect and a sincere interest in the people she serves. To Susan, this is not just a good way to do business, it’s a deeply held personal philosophy.

And she loves her work.

Combine this dedicated work ethic with Susan’s extraordinary level of knowledge and experience. The result is what many clients describe as something beyond a simple business relationship. Instead, they have a partnership with a trusted and superbly qualified advisor who has their best interests at heart.