Financial Wellness Discovery Call

This is a no-obligation, exploratory call to understand your unique financial challenges as a Bay Area professional. As a new advisor, I bring fresh perspective and a commitment to personalized service. We will discuss:

> Navigating RSUs/Stock Options and company benefits.

> The foundational steps of income replacement (life insurance) and disability protection.

> Strategies for debt payoff and cash flow optimization.

Disclaimer: I am an Agent of New York Life Insurance Company and offer insurance and financial products. The advice provided in this call is for educational purposes only and is not investment advice.