Phyllis E. Webb CFP®, CDFA™

What I do really well:

I help clients through everything life throws at them and keep them laughing while we solve the problems along the way.

Why I get up in the morning:

One word. Coffee.

How I got here:

Mostly using the SWAG method.

What I tell others:

I put the client first. Always. Period. There is not a whole lot that I can guarantee, but on thing that I can guarantee is that you will have the most fun you have ever had talking about finances. I do not know how to help you, unless I know where you want to go., That takes planing. Any good strategy first starts with a plan.

Who am I really:

I will tell you who I am not. I am not a morning person. I also don't have a coffee problem. (I have a problem without coffee). I am not a punctual person (unless fully caffeinated). I do not have quick client meetings (unless their time necessitates that we do, as we are most of the time enjoying ourselves too much to notice the time). I am not someone who talks above you (but rather seeks for you to understand as much as you can about how each financial decision will impact your future).

I am a Certified Divorce Financial Analyst, powered by coffee.