How It Works
Custom-created financial plans and personalized support for all your money goals that dial up the returns and dial down the uncertainty.
Financial Planning for All Stages of Your Life
To be secure in your financial future and accomplish the goals you’ve set for yourself, you’re looking for much more than just investment advice. A financial planner is able to hear your goals, look at your current financial picture, and create a comprehensive financial plan that guides you past mistakes and hiccups that could cost you time and money.
Working with a financial fiduciary who can escort you through the steps and help you invest your money responsibly will allow you to be secure in your financial life — now and in the future.
Our Financial Planning Process
I view financial planning as a partnership — a two-way street — where I provide guidance and expertise while asking for your significant input regarding your goals and overall lifestyle. At the end of the day, I want to create a financial plan that meets your needs, not what I think your needs are!
We’ll be together like bubbles in Diet Coke for the first couple of months of our relationship to create a strong foundation for your financial plan. Plan to commit to around 5-6 hours of time over the first couple of months. After that, we will meet quarterly to review your plan and ensure you’re on the right track.
Here’s What Our Time Together Will Look Like
While every financial plan is custom to you and your unique goals, the process will follow these steps.