Working Together

As a Financial Services Professional, I don't believe in a "one-size-fits-all" approach. Instead, my experience has taught me to take a measured, thoughtful approach grounded in reality and gives you the best chance of meeting your financial goals and objectives. Strategy is my forte.

So how do we get started?

Personal Introductions: That's how it all begins—with a simple conversation and the establishment of trust. This is where we get to know one another, discuss your goals, objectives, and/or concerns.  I'll share my process and how I help my clients.  End result, we'll know if working together makes sense for us both.

Discovery Meeting: I'll try my best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing and providing the details of what you've already done to plan for your and/or your family's future financial security.  During this meeting we'll compile the details pertaining to every aspect of your financial picture.

Plan Presentation & Implementation: After the Discovery Meeting and analyzing your situation, I'll put the pieces of the puzzle together and present the big picture to you.  I'll make recommendations to fill any gaps and/or enhance your financial plan, and we'll get started with their implementation at this time.

You make the decisions: While this is very much a team approach, there's never any doubt who's in charge.  Ask a lot of questions because I want to make sure that you fully understand every recommendation I make.


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