Lately, I have been asked two questions, “What matters most” and “What’s your why.” When I ask myself the question, “What matters most?” two things immediately come to mind, my family and my clients. Growing up my brother and I weren’t always the best of friends; we had our sibling moments like every other brother and sister. Blake and I use to enjoy playing basketball together. Going to the gym on a Saturday and running drills. When I moved to Iowa, the distance was too much to stay as close. Our mom raised us on her own. She owned her own business, worked very hard, even on Saturdays. Our mom instilled great values, morals, and work ethic that we are now passing on to our families.

Growing up I recall my mom meeting with a CPA, but never a financial planner. I didn’t know it then, but I have learned that many times she took risks to seize an opportunity. She blindly took business risks to be able to pay the bills. She often prayed that it would all work out but had no idea at the time if it would. She had no one helping her make these very important, life-changing, financial decisions.

Have you ever asked yourself, “What’s your Why?” It’s an interesting exercise. Take something that you’re working on or trying to understand and ask why 5 times to drill down to the route cause.

Why am I a Financial Advisor? I love to help others fulfill their financial dreams. Why? So, they don’t have to make difficult financial decisions on their own. Why? So, they don’t have to worry or lose sleep at night. Why? So, they can live their best life. Why? As far as we know, we are only here once, and it would be a shame to live it in fear or unprepared. I want my clients to know that if something happened to them, they were able to do the things they dreamed about and their families are protected and taken care of because they did a good job planning.

My husband Ben and I live in Indianola, IA. We have three children Bo, Janee, and PJ. When I am not working or shuttling kids to and from school activities and sporting events, we enjoy the outdoors. We love to go biking, mountain biking, and snowboarding/skiing. Our favorite place to go in the winter in Big Sky, Montana! We believe it is very important to teach our kids things they can do long after sports are over!

If you are ready for a different kind of experience when you meet with a financial planner, I’m ready to listen. Together we will determine if we are a good fit for each other! Please call (515) 259-6567 to schedule an appointment.