HELPING tO SIMPLIFY
PLANNING FOR YOUR FINANCIAL FUTURE SHOULDN'T BE STRESSFUL
If you have found this webpage, there is a good chance that you have questions about your money and about your financial future. And, if you are like a lot of the people that I talk to, your feelings are probably somewhere on the spectrum between "unsure of what to do" and "totally overwhelmed and frozen with the fear of making a mistake". Not only are you unsure about what to do, but you also don't know who to trust.
If that describes you, then welcome to what I hope is a little oasis of financial sanity.
HI, I'M MEGAN...
and I provide independent financial planning and investment advice to individuals and small businesses. My approach to providing financial advice is based on a few simple principles:
- Financial advice should be accessible and affordable to as many people as possible.
- How that advice is put together and delivered should be based on what is best for you, the client.
- It's your money. You earned it and you should always control it. My job is simply to help you keep it and grow it so that it serves your needs.
- To ensure that my focus is on you, the only money that I earn is from you, the client, in the form of the fees that you pay me for my advice. I do not earn commissions or fees of any kind from anyone else. Nor do I sell any products. I recommend products and companies that I believe will help you achieve your financial goals.
If you've had questions about money and are uncertain about what you should be doing, I invite you to explore this website to learn more about the services I offer and about resources that are available to you.
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