My Process
Every financial need is different, your solution should be as well. I work with my clients to come up with a unique approach that best fits their current and future needs. My process is not meant to be completed in our first meeting. Depending on how complex your needs may be, we may meet 2-3 times before formulating a financial strategy that works best.
What to Expect?
Discovery
This is where our relationship begins. I’ll share a little about myself, my practice, and the types of clients I generally work with. However, the majority of this time is where I focus on you, your family, and your financial goals. I try to make this more of a conversation, rather than simply asking you a bunch of questions.
Strategy
Taking the information I learned from you during our Discovery session, I’ll share some concepts and ideas that I think will be helpful in getting you where you want to be. At this stage it’s important that you understand the “why”. Questions are encouraged. Everything I talk about can be further customized to you, but it will give us a good idea if moving forward is in your best interest.
Solutions
Finally, I’ll present you with the solutions that I believe are the best path for you to get to where you want to be. We’ll go over the plan together and I will answer any final questions before it’s time to move forward.