The Planify Group
13358 Manchester Road, Suite 200
Des Peres, MO 63131
www.planifygroup.com
My goal is to create and enhance lifelong financial and professional relationships with my clients. Through mutual respect, concern and knowledge, I can help fulfill the financial needs of my clients now and in the future.
Each individual has a distinct situation that requires logical and creative thinking with attention to the details of their specific dreams, hopes, and desires. I listen to their goals in order to develop a comprehensive holistic strategy. Then I work with each person, family or business to implement a tailor-made plan designed just for them.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.