My loyalty is to my clients first. I enjoy the opportunity of working with a select group of clients. When you call, you get me, not an assistant or junior advisor.
Together we will develop a comprehensive financial plan to help you
achieve your long-term goals. If there is a part of the plan that
is outside my areas of expertise, I will bring in another professional
My Six Step Planning Process
Step 1. Gather Data, Begin to Build the Relationship. Determine
if there is a fit.
Step 2. Clarify Your Present Situation
Step 3. Identify Problem Areas and Opportunities, Goals and Objectives
Step 4. Provide Recommendations and Alternative Solutions
Step 5. Implement the Strategies
Step 6. Monitor your Progress with Regular Reviews