Cheree has been helping others achieve their financial and life goals for over 33 years. With previous experience in banking and the legal professions, she was well prepared to guide her clients as they navigated the challenges of creating the future they envisioned. She believes that to be a good advisor, one must have adequate training, education, and experience., but more importantly, a good advisor must listen and really hear what a person is saying. She believes that there’s more than one right solution, and with time, the solutions may change. She continually looks for and offers new ways to improve her clients’ financial picture throughout the life of the relationship. Relationships are important to her, and values the relationship above all else. For Cheree, financial planning is not only about money, but about life. Through good times and bad, she is there to help her clients through the many transitions of life.
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