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:
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.