Financial Planning

I have the knowledge, credentials, and resources to help you take a comprehensive view of your finances and plan a holistic approach to managing them to best meet your long-term goals. Financial planning is an ongoing process designed to provide timely advice as your life changes and evolves.

It's a simple 6-step process that involves several meetings:

Step 1: Our initial meeting is for me to understand your goals and objectives.

Step 2: The next meeting is about gathering as much data as possible to develop your personal plan.

Step 3: We sit down to analyze your current financial situation based on the data you provided. From there we'll develop a comprehensive and holistic solution.

Step 4: We'll review this plan together and discuss recommended strategies.

Step 5: Plan implementation*. We'll also further discuss potential products and recommendations that could help you attain your goals and objectives.

Step 6: Always monitoring your plan and making updates based upon changes to your goals, objectives, and life changes.

This is an ongoing financial planning relationship that I believe will enhance your financial wellness over time. We'll get your financial life organized and in order with every-day expenses and a healthy household cash flow. We'll also look long-term with investments, insurance, tax considerations and more.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.