Founder and Principal
01. About Us
At Courter Financial, my mission is to provide on-going financial planning and investment management in a cost-effective way.
02. Our Philosophy
I believe that money is simply a means to an end, not the end itself. It is a tool to help us create the life we want. My greatest concern is to understand where you are coming from and where you want to go. Then, we can create a plan and together, work to make it a reality.
03. Our Process
We start by getting a clear picture of what you want to accomplish. Then, we create a plan together. Lastly, we monitor and adjust the plan as necessary. To learn exactly what to expect when working with me, click here.
Services
At Courter Financial, our goal is to help you reach your goals. We help our clients by providing eight essential services:
Useful Videos
Stay On Top of Your Financial Life
