Opinions are Alexandra's own. This site is not affiliated with any of the companies or people mentioned or linked to. Information on this site is for educational purposes only and is not to be taken as specific advice. Speak with a financial professional to determine what is appropriate for your personal financial situation. ©2019 by Alexandra Wilson, CFP®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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WHAT I BELIEVE

"The goal isn't more money.
The goal is living life on your terms."

Will Rogers

NUMBERS = ANSWERS

I'm very analytical and creative, a dangerous mix. Give me a set of data and I'll dive in. Whether it's creating a financial plan, crunching numbers on student loans, or finding trends in the financial services industry - I enjoy finding the answer in the numbers.

HUMANS = IRRATIONAL

We're impulsive, emotional, and beautiful creatures of habit. We don't always follow the plan, but with accountability and awareness - we can all get 10% better at a time. My Behavioral Financial Advisor™ training showed me how to align a client's values to their goals.

ADVICE = JARGON-FREE

Advice needs to be jargon-free and straight-forward. Clients care about what they need to do to build wealth. The kind of wealth that allows them to live life on their terms. They want actionable next steps and to understand the why behind them.

CONTACT

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