Gloria is a high-earning distinguished engineer in Silicon Hills, Austin, TX.
Gloria isn’t able to manage her finances. She wants to utilize her financial resources to establish financial confidence for her future.
Gloria needs help with eliminating debt and saving for the future. Gloria enjoys living in her luxury apartment but wants to buy a home in the next few years. She wants a plan to save aggressively and efficiently to reach her financial goals.
Gloria’s had multiple brokers reach out to pitch her on products but she isn’t looking to buy a product. Gloria values a long-term relationship with a fiduciary financial advisor. She needs an expert to help her plan for today and also plan for her financial future as life changes. She also needs help determining the best way to handle her stock options.