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How It Works

Discovering Your Vision & Creating the Path to Get There

Together, We’ll Start With The End In Mind

By learning about your vision for the future, we’re prepared to map out clear directions towards where you want to go. This is always where I begin with clients in order to handcraft solutions that are entirely tailored to what you need. While no plan is ever cookie cutter, I follow a time-proven process in order to organize and optimize your wealth strategically.

Step 1

Initial Conversation

Scheduling an initial conversation is the first step. This meeting is an opportunity to learn more about you—your experience with investing, what’s worked and what hasn’t, and what your goals are. If we decide to continue on exploring a relationship together, we’ll have you complete a questionnaire, which we’ll go over in our next meeting, to get a better idea of your comfort with investment risk.

Step 2

Closer Look AnalysisSM

The second step is what I call a Closer Look AnalysisSM. This is a no-cost, objective look at your complete investment situation. I’ll provide an analysis of where you currently stand and give you specific recommendations, with options, about how I can help you move closer to your goals. After this, you’ll be able to take all the time you need to decide if you want to partner together.

Step 3


If we’ve decided to start a relationship together, I will implement the investment plan that we discussed during the Closer Look AnalysisSM , putting in place clear solutions customized to your objectives and risk tolerance.

Step 4

Ongoing Management

Once your investment plan is in place, I oversee your strategy through a disciplined, diversified approach. My management style is based on objectivity, long-term thinking and an adherence to your own risk desires and specific goals. I also offer financial planning, which you can choose to participate in at any time. And of course, I am here on an as-needed basis at any time a need or question arises.

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Take the First Step

Schedule Time to Talk

Schedule Your Initial Conversation