FINANCIAL PLANNER

Your Financial Planner Tomorrow's Success, Today's Plan

ABOUT

Know About Me

Growing up in a family generationally involved in Sierra Leone’s diamond industry, I have always had exposure to finance & business cash flow, and I had a fascination for data, charts, and numbers.

Passionate about helping individuals and families achieve financial well-being through strategic planning and informed decision-making. As a Certified Financial Planner, I bring expertise in wealth management, retirement planning, and investment strategies.

As a Rising Leaders Board Member at the Children’s Cancer Center, I am dedicated to making a difference in the lives of young warriors and their families. For the past eight years, I have been working towards creating a brighter and healthier future for children battling cancer.

SERVICES

Our Services

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Investment Planning

Developing a personalized investment strategy tailored to your risk tolerance, time horizon, and financial objectives, while considering factors such as asset allocation, diversification, and tax implications.

Financial Assessment

Conducting a comprehensive review of your current financial situation, including income, expenses, assets, and liabilities, to understand your financial goals and priorities utilizing RightCapital

Retirement Planning

Creating a roadmap to help you achieve your retirement goals by estimating retirement expenses, projecting income sources (like Social Security and Medicare), and recommending savings and investment strategies to build a sufficient nest egg.

Estate Planning

Assisting in the creation of an estate plan to manage and distribute assets according to your wishes, minimizing taxes and probate costs, and ensuring the smooth transfer of wealth to your heirs or charitable organizations

Tax Planning

dvising on tax-efficient strategies to minimize your tax burden, including retirement account contributions, tax-deferred investments, and strategic timing of income and deductions.

Education Planning

Helping you save for your children's or grandchildren's education expenses through investment vehicles like 529 plans or education savings accounts, considering factors such as inflation and time horizon.

Things to Know About Financial Planning

Financial planning is a crucial aspect of managing your personal or business finances effectively.

Here are some key articles to know about the world of financial planning.

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