What we do

Planning for your future doesn't need to be a chore.  Chances are you've already done some great planning like saving in retirement accounts or purchasing long-term care insurance, but how will it all fit together to help you achieve your goals?

My objective as your financial adviser is to simplify things for you and your family so you can get a better picture of how well prepared you are for the future.  Utilizing a planning approach, we work together to understand where you are now, where you want to be and how to get there.

Step 1 - Assess: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations and advice will be.

Step 2 - Clarify and Prioritize: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges - like paying off your mortgage or retiring early - can be accomplished.

Step 3 - Analyze: Let the numbers do the talking.  After gathering your information, I can analyze your information to see where you are relative to your goals and what potential steps can get you closer.  Are you saving enough?  Should you be saving more? Are there other strategies you can take advantage of?

Step 4 - Implement: After putting together an action plan, we can work through it step-by-step to put those plans into action based on the priorities identified earlier.

Step 5 - Review: Once things are in place, we will meet periodically to review the progress of what we've established, see if you're still on track and make any necessary adjustments to accomodate your changing needs.