This is your story.
How does the process work?
You are unique, and so is your financial situation.
We start with a complimentary, 30 minute discovery meeting to learn about your specific needs and whether I can offer you a transformative solution.
If discover we are a fit, I’ll provide you with a proposal that outlines what I can do for you and how we’ll do it.
As we work through the process, I’ll help you stop doing what isn’t working and help you start to build a checklist of what is essential to meet your goals.
What do you need from me?
We design your customized investment plan together by analyzing your current investments, your goals and your personal comfort level with risk.
From there we craft a plan to align you to your comfort zone. The end result is a portfolio that is uniquely suited to you.