Broker Check

What You Can Expect

My Process

Getting to know one another is key to developing an engaging, fruitful relationship that lasts throughout your retirement. I understand that opening up about your financial life is no easy task, and there must be a level of trust and understanding before doing so. To help, I follow a simple process for determining whether or not I may be a good fit for you and your needs.

First Step:

I’ll Give You a Call Once you’ve reached out, I’ll be in touch to schedule a meeting over the phone. During this quick chat, we’ll get to learn more about each other.

Second Step:

Begin a Financial Profile Next, we’ll establish your financial profile, where we discuss your goals a little deeper. I’ll conduct an analysis and review of where you stand today and where you’d like to see yourself in the future.

Third Step:

Review Your Plan The next time we talk, I’ll present a more formal plan based on our previous conversations and analysis. We’ll review it together carefully and identify any areas that need tweaking or changed.

Fourth Step:

Implementation When you’re comfortable and confident in our plan, I’ll get to work implementing the action items we discussed.

Fifth Step:

Ongoing Monitoring From there, I’ll continue monitoring progress and checking in regularly to make sure your plan is still reflective of your goals and needs.

My goal is to develop a long-term, trusting relationship with you.