Heather McLeod

Background

About Heather McLeod

My path to being a Financial Planner was not direct but I love where I'm at and what I do. I help my clients weigh their options and make decisions that work for them. You can only spend a dollar once: investing, insuring, saving, spending, borrowing or paying down debt - what's best to do now & how so you'll never regret your choice? It's a puzzle I love to analyze. And I love how personal the right answer is - numbers come into it but its not about math - its about dreams, values and relationships. That's my bread & butter. The main course is when life throws curveballs like death, disability or a change in career. I and my colleagues on the Baldi Team stand ready to catch the curveballs and get our clients safely home. It's such a satisfying job that sometimes my family has a hard time peeling me away from my desk to do my fair share of chores. And my fitbit has to remind me to stand up and uncurl from that thinker's pose.