My Process

 

Closeup of two business men shaking hands

 

 

My process for developing customized wealth management plans involves five steps:

  1. Communicate – Holding a transparent discussion of your finances and long-term goals will help me gain a better understanding of your financial picture and what you are trying to accomplish.  It is important to know your risk parameters and individual goals so I can structure a plan to help you pursue them.  I usually take two or three meetings with a new client to make sure I completely understand their financial picture.
     
  2. Strategize – Developing a comprehensive plan for the future will help me to identify and select particular investments that align with your needs.
     
  3. Implement – I structure your portfolio according to the plan to put you in position to pursue your goals.
     
  4. Adjust – If there are market changes or life-changing events, I will consider appropriate changes to help you stay on track.
     
  5. Review – Annual reviews allow us to look back and see what is working for you and what may need to be changed.  I will evaluate your retirement and investment strategy, analyze your future cash flow, and answer any questions you might have.