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How We Work

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Personal long-term relationships based on open and honest communication have been the cornerstone of my foundation of success.

Achieving your goals is as important to me as it is to you. You aren’t the same as everyone else and neither should your financial plan. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

Here is what to expect when working with me: 

  1. Discovery Meeting- First, we'll get together for an initial phone call or in-person meeting to explore your financial goals and determine if we're a good fit.
  2. Data collection- Following a signed mutual agreement, I will send you a list of documents and information I'll need from you to complete the analysis and planning.
  3. Strategy Sessions- depending on the complexity of your plan, we will have one or two 90-minute strategy seasons to go through your plan, solutions and action steps to implement. If you’re satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
  4. Quarterly accountability sessions and annual reviews. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals.

It's important to note that financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in addition fees. 

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