Crystal loves helping her clients reach their financial goals by creating a financial plan tailored to them. She helps young professionals balance their long-term goals with their day-to-day choices and helps mature couples confirm that their diligence has paid off and they’re ready to retire. Crystal also assists clients in exploring the ramifications of major life decisions like a career change or a large purchase.
Through her strength in communication, Crystal likes to approach clients with a relatable, friendly and easy going style. By delivering an approachable plan, her clients are able to clarify the path to their dreams.
In her spare time, Crystal is with family & friends outside, cooking, cottaging & relaxing.