I take the time to sit down with clients and obtain a clear understanding of their financial needs and goals. Matching a client's goals with the financial and intellectual resources available affords me the opportunity to help empower them to make informed financial decisions. I have found that a flexible financial plan, based on what is important to the client, is essential to the process of helping them pursue their financial goals. I work with clients to provide recommendations based on their financial picture with the goal of helping clients feel more confident. Experience tells me that providing personalized service is equally critical to their long-term success, and that working together with these components is key to the client-advisor relationship.