Personalized Approach to Planning

Let me lead you down the path to your goals

 

 

In an initial consultation, we'll get to know eachother. I'll want to know about your personal financial situation, your experiences, your challenges, your goals, and your priorities. Then, we'll determine the manner in which we approach your objectives. 

Once we have made a commitment to do business together, I will provide you with a signed Fiduciary Oath.

*All personal information you share with me is always confidential

 

HOURLY CONSULTING:

General consulting, tax planning, investment planning and analysis, budgeting, retirement planning, insurance needs analysis, education planning, and more.  

 

FLAT FEE FINANCIAL PLANNING:  

 Financial Planning is a collaborative process that helps maximize your potential for meeting life goals through Financial Advice that integrates relevant elements of your personal and financial circumstances.

These engagements can be comprehensive, or targeted to specific goals such as:
Retirement Planning, Education Planning, Major Purchase Planning, Life Insurance Needs, Disability Insurance Needs, Long-Term Care Needs, Estate Planning Needs

 

INVESTMENT MANAGEMENT:

 Maintaining and managing assets using a variety of investment strategies and vehicles such as mutual funds, stocks, bonds, exchange traded funds, alternative investments, insurance, annuities and more.

There are many products that can be utilized, finding the right one/ones for your unique situation is imperative.                                                                                      

*I have no sales quotas, incentives, or proprietary products*

 

 In most cases, for all of the options above, I'll ask you to review and complete relevant parts of a confidential client profile questionnaire to help me better understand your situation.

 Furthermore, my commitment to you is an ongoing and evolving process. As your circumstances change, we will adapt and develop appropriate strategies to suit your vision and objectives.

 

*All investing involves risk including loss of principal. No strategy assures success or protects against loss.