To me, maintaining balance in one’s life, not only financially but physically, emotionally and spiritually is essential. Helping clients establish and maintain financial wellness and achieve a better balance in their lives is a joy that goes beyond my job description. Being able to positively impact my clients' lives holistically is why I do what I do. Clients are like family to me, so they always come first. I’m just a phone call away to assist them with immediate needs and big life changes, whether that means buying a new house, getting a new job, or helping out aging parents. As for portfolio management, I regularly check in with my clients about their progress, whether in person or vi