Our comprehensive financial plans are specific to each individual client and their unique needs, concerns, and goals. In order to establish a long term strategy, it is important that I first understand and
evaluate all aspects of your individual financial situation. We accomplish this step together during your initial consultation where you will do most of the talking, expressing your personal goals and objectives.
Following our consultation, your financial plan will be developed that will include specific observations, recommendations, and suggested solutions tailored to your needs. If you choose to move forward, I will assist in the implementation of these solutions
and will schedule periodic meetings to review your plan as needed. This will ensure that changes in your personal and economic situation are sufficiently addressed.