Our approach to your financial plan

I believe the starting point of any financial conversation should be with you. I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. To do this we have developed a 3-step planning experience. 

3-Step Planning Experience:

Initial Meeting

In this meeting, I will understand your story, understand what money means to you, and the challenges you've had as it related to planning. I will ask you questions that probably no one has ever asked you. I will gather date on what you have accomplished so far and what you are planning to accomplish in the future. 

Planning Meeting

I will take you off the treadmill of life and take you up to 30,000 feet. What my clients love about this meeting is that for the first time, for many of them, they get the answer to the question: Are we going to be ok? We will take a detailed look at everything that is important to you financially. We'll not only show you where you are, but also where you are going, and where the potential shortfalls are. We will offer complete solutions all while being relevant in today's environment.

Review Meeting

This is my favorite meeting because it's where I get to build a very personal relationship with my clients. This meeting is about much more than just an update on where your financial plan stands. In this meeting we look at a financial planning checklist to measure the growth and the progress you are making over time. My clients begin to see the light at the end of the tunnel growing brighter and brighter. This gives them confidence in their decisions and their ability to stay on track towards their financial plan. 

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.