Financial Planning/Wealth Management
When it comes to Financial Planning and managing investments I take a collaborative approach. As a Certified Financial Planner® I act as your financial team’s quarterback. I work with your CPA, insurance broker, banker or stock broker to ensure you understand all the dynamics that can or will affect all your financial decisions. I strive to not only build your wealth but work to ensure you maintain it. I will always act in your best interest.
The process I follow in completing a total financial strategy consists of:
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Helping to create a clear understanding of your financial goals
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I make a careful assessment of your risk tolerance when it comes to investments.
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Developing a well-defined roadmap for achieving those goals
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I work to maintain communication with clients through semi-annual reviews.
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Continuing ongoing advice to help adjust your roadmap when your needs change