About Avea Financial Planning
Our financial lives are complex, but worth figuring out.
You’re busy doing the things you love with the people you love. For something as important and as time-intensive as making the right choice for your family’s finances, having an experienced and knowledgable partner on your side can mean the difference between success and failure. We have years of experience helping families like yours on the path to their financial freedom.
When I think of all the things I want out of life, it really is a very short list. I want to have a sense of purpose, be surrounded by people who know me, love and care about me, and in return, have deep connections to those people. I like to imagine that in my work life, I can have these things too.
Financial stuff can be very numbers focused, but I think the real value comes from deeply understanding people, what drives them to get up every day, what’s holding them back, what are things we can do together to make our lives and the lives of those we touch, just a little better, a little more secure, a little more pleasant.
I try to learn new things every day and I’m realizing that coming from a place of abundance, trying not to sweat the small stuff and as I was told recently, to keep “chip, chip, chip, chipping away” at the things that are important to me, success will come on many levels.
I’m a mom and a wife. Our family too has experienced many of the challenges that my clients and families face. I’m happy to share my knowledge and experience to support successful families.
If you are ready to take your financial planning to the next level, book your appointment now!