Our Process

Dynamic Foundational Planning Process

Of course this process starts with you – after all, it’s your future we’re talking about. I want to know you – what do you value, what do you want to do both now and in retirement.

Understand

Before we talk about what we are going to do, I need to know what you want. I also need to know what you’re doing now. This is the foundation of the work we’ll do together.

Design

This is where I get to do the fun stuff: design a financial plan that’s customized for you. I look at what financial planning and/or investment management strategies will help you get closer to your goals.

Execute

We’ll talk through my recommendations, any questions you have and make adjustments as needed. Then I get to work and put your plan in to action.

Align

I keep an eye on your plan to make sure it’s working like it’s supposed to, and we keep in touch in case life throws you a curveball – whether it’s good or bad … like a promotion or unexpected layoff, a new home or newly single. Together, we’ll keep your plan on track.

Financial Planning & Investment Management

One of the biggest mistakes I’ve seen people make, including myself in another life, is failing to plan. . 

Whether you’re sitting on a multi-million dollar portfolio, you’re just starting to make good money but don’t know how to make it work for you efficiently, or you’re already in retirement and want more from your current advisor… you’ve got to be able to look back in 5, 10, 20 years from now and say “Wow, I’m so glad we did this,” instead of, “I wish we had done this years ago.”

  • Reducing debt
  • Getting financially organized
  • Optimizing your budget
  • Estate planning
  • Setting up a plan for your business or your children (or both!)
  • Having your investments managed professionally so you can spend your time on things that bring you joy

All of this and more is "baked into" my process. I believe in comprehensive and holistic wealth management, not just investment management. I’m a guide and a coach, not a Wall Street broker or snake-oil salesman. 

Your Experience

This timeline serves as an example and can be adapted to fit your needs.

They say cost is only an issue in the absence of value.

Sometimes financial advice is hard to quantify in terms of dollars and cents, but I find this infographic (from Michael Kitces at Nerd’s Eye View, www.Kitces.com) helps start to paint the picture for the value of financial planning.



This illustration is for general information only and not intended to provide personal investment, tax or legal advice. 

Michael Kitces and LPL Financial are separate entities.

Ready to Talk about Your Financial Future?

Thank you!
Oops!

Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



Thank you! Oops!