As a Financial advisor Cynthia enjoys taking the time to truly listen to my clients’ stories and ideas about life and money. Our relationship is a partnership, and I value the trust that they have granted me. My office uses an established and collaborative process to build financial strategies designed specifically to meet our clients’ needs and goals. I enjoy work that enables us to tax plan and legacy plan. We begin by gaining a thorough understanding of their values and beliefs around money. Once the strategies are in place, we maintain open communication with our clients to ensure that, as their lives develop, we modify their strategies accordingly. To provide a comprehensive service, we regularly collaborate with clients’ CPAs and attorneys, always respecting confidentiality. The relationships we have developed with our clients are at the heart of our business. We serve an exceptional group of emerging and established professionals who place a high value on time efficiency and relationships. We build tax- and risk-appropriate strategies that maximize their welfare and the welfare of their loved ones. To better serve my clients, I am a Certified Financial Planner (CFP®) professional. I am registered in multiple states and can serve clients where they are located and where they move. I am a native Texan but spent my early career in California and will always cherish my connection to Los Angeles as well as my new found roots in New Hampshire serving the northeast. Outside of the office, I am an active member of the local Chambers of Commerce and volunteer with Mentors Care in Red Oak High School, as well as other organizations through my volunteer work with with the FPA . In my free time, I enjoy yoga, strength training, reading, and culinary experiences.