My Three-Step Planning Process For Advisory Clients

My Approach To Your Personalized Plan

I use a client-centric process focused on pursuing specific milestones we create together. My comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:

1. Assessing Your Needs and Finances

I begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2. Preparing Your Plan

I provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.

3. Implementing and Monitoring Your Strategy

Once you select the most suitable approach, I put your personalized plan into action. I then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.