What you can expect from me -
- I will look to understand and document your financial goals, provide you with advice to help you plan to achieve them and track your progress towards those goals.
- I will recommend investments and strategies based on your financial goals using asset allocation as an approach for those investments.
- You will be able to see the investments you own and how they are performing, as well as your financial goals and your progress toward those goals.
- I will strive to reach out proactively at least four times each year, including at least one face-to-face or screen-to-screen meeting, and return your call or email the same day.
Disclosure: Asset allocation does not assure a profit or protect against loss.