My Process

The first step of my process involves an initial meeting to establish your financial goals and expectations.  I will present a detailed proposal recapping their goals and outlining specific financial products and services that would be suited to your situation.

We will also have a discussion of any changes in your life that could affect your plan, current market situation, portfolio snapshot, market outlook, and proactive steps to pursue desired outcomes.  This may also include a personal check-up with client (i.e., health changes or major life changes) to determine if any changes in investments are required and a complete account review for suitability and performance.

I make every effort to continually be in contact with my clients, as appropriate, via e-mail or phone, client education events, and client appreciation events.  I also conduct virtual appointments as needed by the client.