Our Approach

Whether I am developing a financial plan for you as an individual or as a business owner, I will work closely with you to deliver a financial strategy to help ensure both short-term and long-term financial success. To learn about each other and to develop your customized financial plans, I follow an easy six-step process as outlined below:

• The Discovery Meeting. At your first meeting you will meet one-on-one with me, and I will confidentially discuss your personal financial objectives; discuss your short and long-term goals, values and aspirations. In turn, you will learn about my background, the resources available through my firm, and gain a clear understanding of the Six Areas of Financial Planning which is the foundation of any comprehensive financial strategy. If you are comfortable with our approach, we will move forward.
• Data Gathering and Review – our next step is to review all relevant information and assess where you stand on the path to reaching your goals. my recommendations are always based on your individual situation.
• Analysis and Findings - I will conduct extensive research and a customized plan will be developed with specific recommendations that reflect your time horizon, risk tolerance and current financial position.
• Defining the Path – presentation and discussion. Together we will review each element of the plan to ensure that you have a clear understanding of the role that each element will play in helping you reach your goals, and how together we’ll make it happen.
• Plan implementation. Upon approval, we will begin execution of your plan. This step may require collaboration with your existing financial advisors, such as your CPA or attorney. I will then work to ensure your financial plan is expertly executed.
• On-going evaluation and adjustments. Life and circumstances can change and evolve over time (sometimes even quite suddenly). Our follow-up meetings will help us track your progress and ensure that your plan stays on course. If necessary, we’ll make adjustments to accommodate any unexpected events that can impact your finances such as a career change, a new baby, or an unexpected inheritance. Regular monitoring will help ensure that you stay on the path to reach your financial goals.