Here’s what to expect when working with me:

1) Introductory Meeting

This is the first part of establishing a fruitful partnership.  In this meeting we will identify your goals, priorities, preferences, as well as potential obstacles. Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.  This meeting is free of cost and obligation, and you don’t need to bring any financial documents to this meeting.  We can meet in person or over the phone if you aren’t in my vicinity.

2) Exploration Meeting

Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we prioritize and zoom in on your financial concerns and objectives.  We also gather the data necessary to build your plan. 

3) Detailed Planning Meeting

Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy to follow roadmap that will lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you: retirement savings, investment options, taxes, insurance, first time home ownership, estate planning, etc. and detail the steps needed to conquer each obstacle.

4) Ongoing Aid and Advice

Every 6 months, we will get back together to track your progress and make any adjustments necessary.  Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.