DOER Financial Planning

Let freedom ring! Happy Independence Day to all my fellow Americans.

Markets diverged last week: the Nasdaq fell 4.6%, the S&P 500 fell 1.9%, and the Dow rose 0.6%. Oil dropped about 10% to $69, easing yields and rate expectations. Growth data held firm, but inflation at 3.4% keeps the central bank cautious ahead of jobs data. Learn more with this week’s market perspective.

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Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.