How We Do It

Tailored Approach to Financial Success

  1. We begin with a discovery call to get to know each other and learn about your family, career or business.  I will learn about your current situation and choose the best path forward.
  2. We ask for your financial data and/or we provide you with your own secure personal financial website and vault to upload all your financial information as well as sync with your financial accounts held at various institutions, credit card companies, mortgage and banks
  3. We will then review and evaluate your information that you shared and develop a strategy
  4. I will present and explain my ideas, strategies and recommendations and discuss it until you are satisfied that you understand my recommendations…. Then we….
  5. Implement Strategies schedule and agree upon ongoing check ins.  Since your household changes it is recommended we update your financials and review at least annually.