Our Process

Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:

 

WHAT TO EXPECT

Introductory Discovery Meeting (45-60 mins)

  • Identify and review your goals 
  • Review your current financial situation
  • Discuss our planning philosophy

Personalized Plan Presentation (60-90 mins)

  • Compare where you are with where you want to be
  • Review the audit of your investment portfolio and insurance programs
  • Discuss recommendations that can help you and your family achieve your financial security goals
  • Co-create and implement the recommendations that will work best for your lifestyle

Results Management Review (30-60 mins)

  • Meet regularly to review your plan progress and help you adjust as needed to stay on track
  • Identify remaining gaps or inefficiencies within your plan and collaborate with other professionals as appropriate

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything that you've worked so hard for-so your finances can take you further. Giving you the confidence to live the way you want now and in the future.

Reach your new level of financial confidence.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road.