Planning your financial future
Rachel’s ultimate goal for every client relationship is to create a financial strategy that aligns their resources with their priorities and values.
Having served hundreds of families, Rachel understands that spouses don’t always agree on everything and that some financial tasks can be inadvertently left on the back burner. When you meet with Rachel you’ll be encouraged, educated, and supported…not judged.
Once the priorities are established, she employs the Confident Retirement® approach, as outlined below to ensure that nothing is overlooked.
The Confident Retirement approach is not a guarantee of future financial results.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Make Your Money Count is not affiliated with Ameriprise Financial and will not be paid a referral fee for each referred client who becomes a brokerage client of Ameriprise Financial.
Ameriprise provides financial services without regard to religious or cultural background.
The views of employees are not necessarily the views of Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC., Member FINRA and SIPC. © Ameriprise Financial, Inc. All rights reserved. 3266250ACMR1020