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The Process

Every great endeavor is the result of careful study, design, and disciplined action. To help accomplish your greatest financial goals, I will follow a consistent process with a goal of  instilling confidence in your decisions every step of the journey.

Consultation and Data Gathering

We first meet to establish a positive professional relationship, outline your  objectives, and collect essential data to assess the current financial situation.


I will chart a strategy to help achieve your desired outcomes with confidence, and makes specific action recommendations.

Strategy Implementation

We take concrete steps to help you establish your new course toward financial success.

Periodic Review and Adjustments

My clients meet at least annually for a strategy meeting to assess progress toward goals and adjust the strategy based on new financial developments as needed.