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Our Clients
Who Benefits from Our Services
My clients typically do not have the time or knowledge to devote to their personal financial management, and they value an experienced financial professional with integrity, honesty, and high morals to provide them the financial education and profitable plan for now and the future.
Generally, the people I help fall into one of the following categories:
• Those burdened by debt that are looking for a definitive solution.
• Those who have accumulated additional income and want to start a rental home business to generate additional income or other types of investment solutions.
• Those that need or want to protect their family’s life plans or generate a legacy for their families.
• Those that are wanting to create a college plan with a combination of savings and scholarships.
• Military and government employee families that have questions about their pay and allowances, are transitioning to a new location, or are separating.
What I Can Do
I can review all aspects of a client’s financial situation. As circumstances change throughout my clients’ life, their needs and preferences change – whether it’s marriage, buying a home, having a baby, a change in income or expenses, etc. Angie has experienced these life changes first-hand and truly understands how changing circumstances can affect one’s financial situation and emotional relationship with money. I am their coach with my clients every step of the way, providing complete, holistic, and balanced solutions based on our clients’ evolving needs and goals, establishing
a clear path to financial freedom and long-term income to last a lifetime.
Relocation with Intention
YOUR RELOCATION SPECIALIST!
Angie can give you an estimate on your $$ for your move before it happens: Learn about your Travel Benefits before you move.
Get a FREE estimate on your home value
What's Your Home Worth?
Discuss your FREE Home Value Report with Angie. For the best information on property values, speak with the local expert. Angie is a Realtor with 30 years of financial analysis experience. She knows your market. She can talk you through what your home is worth and why.
Express Offers
Why Wait!
Multiple potential cash offers for your home. Fast and hassle-free.