What services does your business offer and what makes your business stand out from the competition?
Financial planning includes an income and expense review and a household-budget creation; short- and long-term financial-goal setting for milestones such as debt payoff, savings, college fund, home purchase, and retirement; review of existing 401(k) and investment account(s) with allocation recommendations.
What was the inspiration to start or run this business?
I created Unleashed Financial LLC for the client that needs comprehensive planning and investment direction but doesn’t currently have enough assets for a traditional wealth-management firm. Unleashed Financial does not require minimum investment, net worth, or income levels.
What do you love most about your job?
Dealing with finances can be confusing and stressful for many people. What I love about my job is that I get the opportunity to help my clients understand and simplify their financial future.
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