Planning for the future can seem overwhelming and complicated. Whether you're close to retirement or just starting out, working with a financial professional can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?

I'll work to learn more about your current financial situation.

Where do you want to be tomorrow? Then we'll discuss ways to meet your goals.

How can you get there?

Next, we put together a customized financial strategy based on your life and your needs.

Ready to get started? You tell me how you'd like to move forward. And I'll help you kick-start your plan. 

With regular reviews, we'll monitor progress and make adjustments along the way.  Let's Talk - Contact me today at 713.496.3144 or by email at kate@shieldmaidenfinancial.com.