About Us

At Courter Financial, my mission is to provide on-going financial planning and investment management in a cost-effective way.

My 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.

My 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.