How We Work
I know that dealing with your finances can feel overwhelming. That’s why I believe it’s important to establish a healthy client/financial professional relationship from the beginning – that way once you’ve found a fit, you know you don’t have to go through the search again!
My process encompasses these eight steps:
- Establishing and defining the client-planner relationship
- Gathering client data including goals
- Analyzing and evaluating the client’s current financial status
- Developing and presenting recommendations and/or alternatives
- Communicating the recommendations
- Implementing the recommendations
- Monitoring the recommendations
- Practicing within Professional and Regulatory Standards
The Initial Meeting
During the initial meeting, we will sit down and discuss your values and goals along with any financial fears that you might have. This process will allow me to really get to know you and/or your family. It will also enable you to get to know me in order to make sure I’m a fit for you.
When you leave that meeting, you will have a clear picture of how I work, the steps we will take together, and even a follow-up summary of what we discussed. You will also have all the tools you need to make your decision.
Financial Planning
Years of experience have prepared us to guide you through your life transitions.