Edward Jones, an investment company believes that you deserve to have a conversation about your financial goals. Our team can assist you in planning for retirement and saving for your education. We also have the ability to help with tax planning. Your "why" is what I need to understand before I can recommend any financial strategies. If you are looking to retire at 60, then I will ask why. Our discussion and your answers help us discover the important things that matter most to you. My job is not about making money. It's about what your money can do for you. Understanding who you are allows me to do the best job finding solutions and investments that work the hardest for you. My belief is that most people underestimate the amount they can accomplish in a single year, and overestimate how much they can do in a lifetime. Your personal financial plan is a written document that sets realistic but optimistic expectations. It also includes tangible actions to keep you on the right track all through your life. This allows you to make trade-offs and prioritize. When impulsiveness or market crashes tug at your emotions, it favors long-term thinking over impulse. Our clients know that we are a team and they trust me to do my research on the topics I discuss.