After receiving a masters in taxation from the University of Texas at Austin in 1997, I attained both my CPA and CFP® licenses. Clearly, I have a passion for numbers, for planning, and for helping people.
Yet, even with my financial planning background, I was unaware of many missing pieces in my own financial plan. Not to mention, the plans of my loved ones. Even me – the planner – was missing pieces for my family and myself.
It wasn’t until we moved across country with twin four-year-old daughters that I stopped long enough to think about the ‘what ifs.’ Our long distance move, along with inspiration from my mother in law and a dear friend, motivated me to determine what we were missing and create the Missing Pieces Plan. Now, I want to help others fill in the missing pieces and leave a lasting love letter to their loved ones.
If it is a life event that has brought you here or just the desire to complete your financial plan, welcome. We are glad you’re here.
Wherever you are in your journey. I hope we can work together on your Missing Pieces to bring peace of mind to you and your loved ones.