Our process

I believe an important component to pursuing financial freedom is collaboration: My clients decide what their financial dreams are and I strive to help them turn those dreams into reality. Here is my approach.

Listen and Identify: Determining how best to position your money to achieve your goals, begins with a discussion of your plans for the future. Accumulating money for retirement, paying for children's college expenses, providing sufficient income in retirement and passing wealth to heirs are common areas of concern.

     We will help you: Put your goals to paper

Gather Data: An effective plan also requires us to gather information. Though you may not need to start from scratch, it is important that we know the types of investment vehicles you currently have in place.  A list of assets, liabilities, current and future income sources are examples of data that is considered.

     We will help you: Gain perspective by considering the “big picture”

Analyze and Create: Next I bring together my support team of experienced financial professionals and together we develop a plan to bridge the gap between where you are and where you want to be in 5 years, 10 years, 20 years... That plan can either be focused on one aspect of financial planning, or it can be comprehensive.

     We will help you:
     Take action when you are ready
     Buy, sell, re-title, restructure and consolidate your accounts

Monitor and Make adjustments:
Regular reviews are important to ensure you are keeping your financial plan up to date. Once your plan has been implemented, it should be monitored against your goals.  Periodic adjustments are made as necessary to accommodate changes in your situation.

     We will help you:
     Stay on track