Our Process

While developing a customized financial program, I will walk you through a four step process that will help make you feel confident in your decisions. 

Fact Finding

I will ask questions to get a thorough understanding of your goals, your current and future resources and overall financial position.


I will then analyze your exisiting plans and goals and make recommendations that may enable you to better achieve your goals.


If my recommendations make sense to you, I will work with you to help you implement your plan  by helping you make the necessary changes and/or acquiring additional products or services as needed.


Since your financial situation will change, I will work with you, having reviews as often as we agree are necessary, to make sure your plans are focused for the best possibility of achieving your long term goals.