One of the greatest gifts one can give another is the gift of our time.
I believe good financial planning encompasses those we love.
My approach is designed for those who are ready to implement that plan.
If you choose to meet with me - here's what to expect:
Our First Meeting
This meeting is for our introductions, and for you to share what's important to you. After our conversation, you can decide if we're a fit - or you can sleep on it. I am in no rush for you to make a decision.
Our Second Meeting
The goal of this meeting is to go deeper into your financial situation - where you are now and where you want to be. I will be gathering information from you to help me with the next step.
This is when I use my resources, and experience to build recommendations specifically designed for you.
Our Third Meeting
During this meeting, I will present recommendations to help you achieve your stated, financial goals. You can then decide how you want to move forward.
Ongoing Strategy Meetings
Our strategy meetings will help keep your plan flexible and effective as your circumstances and priorities change throughout the years.
Select the "about" tab above to learn more.