How We Work Together

One of the best things about working with me is that you get to try out different paths on paper without financial risk to you, your family, or your nest egg.  I turn your numbers and statements into information you can use to make decisions about your life.  That's so much better than making a major life change and understanding too late any negative consequences.

First we meet - in person or via Webex - to find out if you need my help, want my help, and whether we like each other enough to work together.

If we decide to work together, we have three meetings for the formal planning process over four to six weeks.  Once the plan is finalized, we put your plan into action - with as many meetings as needed - based on recommendations for the six areas of your financial plan:

  • cash flow
  • investments
  • retirement
  • taxes
  • estate planning
  • insurance

We provide you with the highest quality information, services, and products to help you reach your goals.  We are happy to work with your accountant and attorney(s) or refer you to professionals to help you implement your plan.  Plans are typically updated every three to five years but it really depends on what's happening in your life.

Hourly planning is an option when you have one stand-alone issue to discuss.

Once we establish a financial planning relationship, I encourage you to call me whenever a new financial decision arises.  I love to hear about what's going on in your life.



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck