Personal Insights from Selene:

Each day I find joy in providing a sense of security for our clients that comes with a strong financial plan. For me, security is one of the most important aspects of my job. From a young age, I saw how a lack of stability could cause strain on a family ecosystem. My mother runs her own architecture firm. When people practically stopped building houses in 2008 as the Great Recession took hold, my mom would remark that she, “went to work to find work.” In our household, we lacked the sense of security that a steady paycheck provides.

I think the lack of security I felt is similar to what clients can experience upon retirement. Once the paychecks stop and the portfolio becomes a main source of income, that question of “Do I have enough?” takes center stage. Developing a plan to not only answer that question, but allowing clients to trust they are secure, is where I find the greatest value in my work.