Broker Check

My Process

1. Introduction 

We will get to know each other and discuss your concerns, needs and goals. I’ll explain more about what I do, why I do it and how I can benefit your life.

2. Discovery

Gather important information to get a detailed picture of your current financial health. This will give me the information needed to make recommendations that are tailored for your needs and goals.

3. Recommendations

Provide a financial plan with reasoning for changes that can help you fulfill your needs and attain your goals.

4. Action

Implement plan, on-going monitoring of plan, periodic meetings to discuss next steps.

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