I focus on a wide spectrum of services tailored to each unique situation. I help clients prepare for the certainty of uncertainty. I concentrate on every case to a deep level with an emphasis on engaging personalized service. I focus on understanding your goals, where you want to go in life and what you want to achieve for years to come, through a holistic approach to financial planning. We’ll sit down for about an hour. I’ll ask what’s important to you, so I understand your specific situation. Next, I’ll explain our comprehensive process and how financial planning works to help you address each of your concerns, and what I can do to help you. At the end of the hour, you will be able to understand how we can work together, and you’ll be able to decide if and when we will work together. It’s very important to me that my clients are successful and they find value in the relationship they have with me. I really want to exceed your expectations of my services.

For every client, I can present reasonable options to help get you from where you are now to where you want to be based on a clear understanding of your needs, situation and goals, and the means to compare and evaluate these options. It’s a highly personal process. I believe the best plans for achieving your goals are based on a strategy for pursuing your goals and a time frame intended to take action in the most efficient manner possible.