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rosemary

Are you ready to plan for your financial future, make the most of your investments, or take your small business finances to the next level? Let’s get started- I’d love to hear from you! E-mail me or schedule a meeting to learn more about financial planning customized for you.

Introductory meetings are via phone. I meet with most personal financial planning clients virtually via videoconference to make the most efficient use of your time. Click below to schedule a meeting online. If you’d rather meet in my office, please call or e-mail to make arrangements.

I meet with small business clients via videoconference, or onsite at your office when possible.

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