First Command Financial Planning
We coach those who serve in their pursuit of financial security. We focus on military (active, Guard/Reserve, and retired) and civil servants near Hill AFB and throughout the Wasatch Front.
As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.
Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:
- Helping them set specific and meaningful goals that are aligned with their values
- Providing them with a comprehensive, personalized plan for effectively pursuing their goals
- Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan
- Making strategic adjustments in their plan as their circumstances and goals evolve over time
I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests.