First, I’ll get to know you, your financial situation, and your needs. The Starter Kit will identify your risks, opportunities, and strengths.

Next, we’ll conduct a thorough analysis of your current financial situation to assess your current situation and identify your goals.

I understand that each person and business is unique. Your customized financial strategy will identify and offer tactics to address the challenges unique to you. The aim of the ‘Big Picture’ Planning Session is to develop an integrated plan to help achieve your business, financial, and personal goals.

The ‘Big Picture’ Blueprint outlines the financial activities required to achieve your overall  goals.

Subsequently, I‘ll introduce a range of financial products, strategies, professional resources, and capabilities to help you implement your plan.

We’ll meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax laws, and economic landscape. We’ll also conduct regular progress reviews to keep you on track towards your goals.