Roadmap for Life

Any road will take you to your destination, but a planned route will make the trip a lifetime of success.

Through my "Roadmap For Life" process, I identify four parts to define your vision of a secure financial future.

1. The Destination Planner - Through the use of a financial roadmap, we can identify your values, goals, objectives, assets and liabilities. The route analysis compares your plans and where you are now.

2. The Financial Passport to Success - This step looks in detail at your vision and fine tunes it with a Personal Planning Analysis of your current status.

3. Hitting The Highway - This step gives you world class solutions to make sure you are following the right route to meet your objectives. These solutions are set up for you to stay on your lifetime roadmap.

4.Road Checks - The objectives here are to review any detours that have occurred during the previous year. It is important that on a yearly basis we make sure you are on your life's destination plan. We also discuss the life adventures that will be important to you in the coming 12 months. Your investment assets are also reallocated to meet your risk tolerance.

Associations and Memberships

Million Dollar Round Table
National Association of Insurance and Financial Advisors

Years of Experience

Representing Northwestern Mutual since 1973.

Education

Oklahoma City University - Marketing (Bachelor of Science)