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How I Help

“How should I be investing?”

“How much do I need to retire?”

“Am I doing enough right now to live the life I want to in the future?”

 

Figuring out how to secure your future can often times be overwhelming, and many people don’t have the answers or even know how to get started.

Through financial planning, I will help you answer these questions, and more.  Together, we will prioritize goals, create a plan, and execute it - all with ongoing guidance and support.   

My job is to work with you at every stage and provide peace of mind for your financial future, whether you are just starting out in your career, looking to start a family, or planning for retirement.

As you think about your future, ask yourself:

 

Do I have a plan on how I will achieve my goals? 

Or, am I just winging it?

My Process

My process is simple:

 

  1. Intro call/meeting –– We will discuss your current financial standing, your future goals, and what a dream retirement looks like for you. This will help me understand your current situation so I can start thinking through the steps needed to achieve your future financial wellbeing.

    I will also go over my approach to financial planning and outline the services I provide.
     

  2. Data gathering –– The more I understand your current financial position, the better equipped I will be to provide recommendations and plan for your future. 

    In this step, I will review your finances including account statements, income statements (W2’s and paystubs), prior tax returns, insurance policies, and investments.

    This exercise will allow us to understand what areas of your finances need the most attention as we work to design a plan to achieve your financial goals.
     

  3. Design Your Plan –– Based on the data collected, I will begin developing a comprehensive financial plan for you and your family. 

    This plan will address your needs for today, as well as your goals for tomorrow.

     

  4. Implementation and Monitoring –– You will be onboarded as a new client and we will begin the process of implementing your financial plan.

    I always remind my clients that this is not a set-it and forget-it relationship. I will continue to monitor and evaluate the performance of your plan in order to ensure that you are on track with your goals and will make adjustments along the way as needed.

 

My Approach
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 I am licensed and able to use a wide variety of financial tools and strategies as we implement your plan. This may include both fee-based solutions and/or commission-based products. Regardless, I will do my best to help you achieve your goals and will guide you through the process every step of the way.

 

 

It is important to note that I require a minimum of 2 client meetings per year in order to stay up to date on your finances and to handle anything that may occur. 

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