Patrick Magnarelli

Evaluate

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. Before our team can start to make recommendations, we first need to know what's important to you and what great planning you've already done. The first meeting we have is designed to evaluate your current situation and see if working together in the future is a good fit.

Educate

Once we determine areas of opportunity for you, we can then start to educate you on the right way to build out a strong financial plan. There is no "one-size-fits-all" when it comes to providing financial security, but our team follows the standards set forth by our industry to ensure we're not leaving anything out, or making recommendations that aren't suitable for you. My background in tutoring, coaching, and teaching drives my process and allows for a "no-judgement" environment for you to learn and ask questions.

Alleviate

By determining the best path forward for you, my goal is to alleviate any unnecessary stress that finances can cause. We won't get there overnight, but Rome wasn't built in a day! I meet with my clients anywhere from 1-4 times per year in order to consistently iterate and update the roadmap we originally set forth.