- Schedule a Free ConsultationSchedule a consultation with me so I can understand your unique needs and expectations, and mutually determine whether your situation matches my expertise.
- Goal-setting MeetingMeeting where you and I will have a candid discussion about your goals and top priorities. Most importantly, I want to understand your motivators and why they are critical.
- Let’s Get Organized!I will work closely with you to gather key information and start the process of getting your financial documents organized.
- Explore Possibilities Schedule a time for a preliminary plan review once all of your financial facts are organized. Advisor will solicit your feedback, address questions, make necessary adjustments, and prepare a final customized plan.
- Deliver Customized Plan
You will receive a tailored financial plan with specific recommendations and next steps to put you on track to meet your financial goals.
- Implement Plan, Monitor, Review
I will proactively engage you for periodic financial plan and portfolio performance reviews.
Client feedback and input are encouraged and appreciated throughout the entire process.