A Disciplined Process.

I take a holistic approach to your wealth management needs. Together we discuss your unique situation long before any recommendations are made. Once I have a complete understanding of your situation, I build and implement a comprehensive financial and investment plan that serves as your financial road map. I follow a planning process that is robust and thorough, leaving no stone unturned.

First Call

A good fit is essential to success. We schedule a brief phone call to make sure your needs match my expertise.

First Meeting

We begin by taking deep dive to discover more about you, your needs and your objectives. Your investment portfolio, retirement plans, insurance coverages, tax planning, estate planning as well as any additional areas are thoroughly reviewed.

I can help you answer important financial questions like:

  • When should I plan for retirement, and how do I construct a sustainable, long-term income plan?

  • How can I design the most tax-efficient investment plan?

  • If I live to 105 will I run out of money?

  • If I get hit by a bus tomorrow will my family be ok?

  • How do I pay for my children or grandchildren’s college education?

  • What is the best way to pass assets on to the next generation?

  • How do I plan for long-term care?

  • How do I plan for goals such as charitable giving or a second home?

Second Meeting

This step is where it all comes together. Your written game plan is created for achieving your goals. Your plan will guide the management of your investment portfolio, as well as all other aspects of your planning needs. At the end of the meeting, I usually ask if you would like to begin working together, or if you need more time to think about it. The ball is in your court. Being in business for over 20 years, I am in no rush for you to make a decision. No pressure. No “hard sell”.

Implementation

Next, your plan is implemented with careful attention to detail. I will work seamlessly with your current tax and legal advisors, or introduce you to new advisors, if you are looking for a new relationship.

Review

We regularly review and monitor your progress to make sure you are on track to meeting your goals.

Staying Focused

My mission is to help you understand and handle risk, remind you of your goals, and to stay on track with your plan. When investors are confronted with short-term market fluctuations, or other economic or political events, they may make rash, irrational decisions and mistakes. It’s just human nature. I provide significant value by ensuring that my clients stay focused on the long-term and helping them keep their emotions in check.

Wondering how much this will cost?