My name is Emily. I’m a Financial Planning Associate at Monument Wealth Management.
I engage with our clients through the Monument Blueprint Process, helping them identify the financial goals that will guide the creation of their unique Private Wealth Plan(SM).
I then partner with our clients and the Financial Planning Team to model Private Wealth Planning scenarios and adjust clients’ action plans to align them with higher probabilities of successfully accomplishing their goals.
I love working at Monument because our Team is always searching for a better way to help our clients achieve success.
Outside of work, I enjoy traveling, cooking, and spending time with my family, including my Chocolate Labrador Rory.