As a child, I listened to my grandfather talk about why it's important to invest your money. He told me it was wise to pay yourself first before anything else. I took this to heart and created different savings buckets for different goals. A new bicycle, my own clubhouse (now known as a home for my family), a rainy-day (emergency) fund and money for when I'm Grandpa's age (retirement savings) were just a few of the items I had saved for. Little did I know, Grandpa was preparing me for the opportunity to have options, not only for myself, but also for my family's future.We've all heard time equals money. Our time is the most valuable asset we have (and it's a gift at that). With the help of Shima Tondar, branch office administrator, our team focuses on helping families, business owners with fewer than 15 employees and people who are retired or within three years of retirement better manage their money, so they can spend their time on what's most important.I am a CERTIFIED FINANCIAL PLANNER® professional and I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you, your family and your business. We'll then partner together over the rest of your life to help you achieve your most precious financial goals.Here are just a few financial goals clients commonly discuss with us:- Retirement planning- Tax-saving investment strategies- Education planning- Estate and legacy considerations- Banking services- Life, long-term care and disability insurance- Business exit strategiesOriginally from Auburn, WA, I have lived in Orange County since 2005. I enjoy bicycling, camping, dancing and anything in the mountains. Active in the community, I am a member of the National Strength and Conditioning Association (C.S.C.S/NSCA-CPT).I received my Bachelor’s degree in business management/exercise and sport sciences with a minor in coaching from Concordia University Irvine. In addition, I earned the AAMS™ designation in 2020, CFP® certification in 2023 and CEPA® designation in 2024.Connect with me on LinkedIn and follow me on Facebook to learn more.Keep smiling!