April meets with clients to review their finances and discuss both their short and long term goals. She will analyze a client’s financial situation and determine which strategies could work best to meet their objectives. After tailoring a specific plan to help meet these needs and goals, April will meet with the client on a regular basis to stay updated on their portfolio and address any new goals the client wishes to create.
April has a relationship-driven approach to her financial planning, in which she strives to provide quality advice, implementation and a diversity of services at the highest possible standards. She provides comprehensive financial and insurance services helping her client’s obtain security and independence, while focusing on building long-term relationships.
"Beware of little expenses; a small leak will sink a great ship."
- Benjamin Franklin
April has been in the financial services industry since 1994, and during that time has had the opportunity to work in two northwest financial advisory practices. In 2006 she started her own financial services practice in Bellevue with Pacific Capital Resource Group, a holistic financial services firm*.
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After watching how personal financial decisions affected her family as a child, April became obsessed with understanding the powers of money and finance.
We know that no two individuals or businesses are alike. We also know that no two individuals or businesses share the same goals or approach to achieving those goals. That’s what makes our planning process effective. We don’t take a one-size-fits-all approach to helping you accomplish your goals and we don’t try to fit you into any particular model. Rather, we take the time to understand where you and your business are today, and where you desire to be tomorrow.
Drawing upon a broad network of insurance, investment and financial professionals throughout our area, we are able to provide you with a wide range of potential solutions to the complex personal, financial, and business issues you face every day.
What’s more important, the extensive resources available to us through our home office and affiliated companies allows us to match nearly any need or concern you may have with an appropriate product, service, or program.