It Starts with You.

My process begins with getting to know you. Tell me where you want to go, and I’ll work with you to develop a plan that suits your needs. And as your life changes, I’ll adjust your plan so it better aligns with your new path. 

I believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may not only provide financial security throughout your life, it can reduce the damage disability, critical illness, or other sudden losses of income may have.

So what are the steps?


1. Introductory Meeting

In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for me, and if an ongoing partnership is the right fit – philosophical alignment is important!

2. Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, I’ll start sketching a preliminary plan. The questions in here will get personal – the more open you are, the more detailed I can be.

3. Detailed Planning

Now that we have a foundation, I can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll adapt your plan so it transitions along with you.


Contact me today to see how a financially sound plan may bring you closer to your goals.