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OUR PROCESS

PLANNING

Today’s economic environment brings many challenges that can be overwhelming, but with the right knowledge and plan, these same challenges can become opportunities and rewards. Whatever your goals or aspirations, my objective is to keep you thriving through all of life’s ups and downs.


My process can be broken down as follows:

  • DISCOVERY
    I begin by listening to you and getting to know what is important to you. What is your current financial standing? What are your goals, plans, and aspirations? What are your investing preferences? What questions and concerns do you have?

  • PLAN DESIGN
    With a better understanding of who you are and what you value, I can start developing a plan specifically tailored for you and your goals. I utilize a sound strategy of designing an *asset allocation unique to you and your risk tolerance to help maximize your portfolio.

  • IMPLEMENTATION
    Once the plan has been established, I partner with you to select from a wide range of vehicles and services and implement the strategies that best fit your individual needs and goals. Still, putting the plan into action is just the starting point.

  • ONGOING COMMUNICATION
    Throughout our relationship, I commit to communicating with you regularly to evaluate your progress and confirm that your needs and expectations are consistently being met. Over time, our recommendations and strategies may be adjusted to maintain the achievement of your evolving goals and changes in the market.

*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

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