130 North Bond Street,
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.