Services
Budgeting and Cash Flow
Investment Management
Employee Benefits
Goal Planning
Student Loans
Everything Else
The Process
I believe in meeting people where they are in their financial journey. The process centers around the client’s unique needs and challenges, delivering an easy-to-understand, customized solution. This is what it looks like to work with me.
Step 1: Not a Sales Call
I’m not too fond of sales, and I am not good at it. The introduction is a casual conversation that allows you to voice your specific goals and unique circumstances and how we can work together.
Step 2: Get Organized
We gather up all your information, figure out where you are and where you want to go. We begin to clarify your goals and what you need to achieve them.
Step 3: The Investment Talk
We talk about my investment philosophy, your current portfolio, risk tolerance, and goals. Together, we will design a portfolio that matches your goals and values.
Step 4: Craft a Plan
With your goals and circumstances in mind, we will design a strategy that fits your unique needs. I will begin to prioritize what is most important to you.
Step 5: Take Action
Together, we will implement an actionable and measurable plan. Being empowered, you will make the best decisions to reach your goals.
Step 6: Review and Adjust
Review and adjust. Life happens, and things change. By routinely reviewing your goals, we can make any necessary adjustments together, as needed.
“Not a Sales Call”
Get started by scheduling an introduction to discuss what is on the top of your mind.