Broker Check

My Process

"Wealth Management Planning"

Mutual Discovery Meeting

I'll get to know you and find out what's important to you. I'll learn
where you are in life financially and when you expect to retire.

Defining Your Goals

I'll help you define your goals in writing by understanding your
personal priorities. This will help us determine how much you'll
need to produce a lifelong income stream to support a successful


Based on the personal and financial information I have gathered
combined with your personal goals, I'll put together action steps
I recommend to help you reach your goals. I'll present my
proposal and explain each step so that you completely understand
your options.


Once you've decided to move forward, I'll help you implement each
action step by working with you and other professionals.


I'll monitor your overall situation and make recommended changes
when necessary and regularly report your progress toward reaching
your goals.