Our Process



Through a four step process, I consider your needs as well as a variety of financial information to create a customized strategy that will fit your goals. This process is ongoing, in that we're there to guide you and make necessary changes to your strategy as years go by.


Step 1: Consultation

The first step is getting to know you, your financial situation, and your needs.

Step 2: Analysis

I will then take the information you gave and conduct a thorough analysis of your current financial situation.

Step 3: Solutions

I understand that each person and each business is unique, and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future.

Step 4: Monitor & Review

Our relationship doesn't end with the implementation of your financial strategy. I will meet with you on a regular basis to monitor your evolving needs and goals and will recommend changes as appropriate. I pride myself on this commitment, and look forward to strengthening our relationship with you overtime.