Welcome to Intentional Investments

Successful people share two common traits: they have clear goals and a written plan to achieve their goals.  They are intentional.  

At Intentional Investments, I use comprehensive financial planning to help my clients pursue their dreams and positively impact the world.  I highly value my relationships with clients and work collaboratively with them.  During the financial planning process, I look at your goals, where you are, outline an individualized strategy and guide you through implementing these strategies.  

Use the links below to schedule an appointment.  I look forward to hearing from you and helping you pursue your goals with intentionality and vision!