Personal Client Experience

 

Every client is unique and should know that their plan is designed specifically for their needs. 

This is what you can expect when working with me as your financial advisor.

 

DISCOVERY

  • Together we will identify your goals, values, dreams, special concerns or challenges.

STRATEGY DEVELOPMENT

  • Determining your risk tolerance
  • Analyze current investment portfolio
  • Develop your investment strategy. 

EXECUTE YOUR INDIVIDUAL STRATEGY

FOLLOW UP AS NEEDED

WEALTH MANAGEMENT PLAN 

  • Retirement planning
  • Insurance & liability management
  • Business succession planning
  • Charitable giving
  • Family needs planning
  • Estate planning

You are on board with every decision.  This is your life.  I want you involved in the process.  Every portfolio is structured for your individual needs. 

I am pleased to act as a liaison to your other professional advisors (accountant, lawyers, et. al) and will also help you facilitate family meetings when necessary.