Our Process

Financial independence is unique and dynamic to each individual. It is more than just numbers. My goal is to simplify the process and improve your lifestyle needs.


1.  First I get to know you, your financial situation and your needs.  By understanding your personal financial situation I can design a full personal financial plan customized to your unique situation.

2.   I will develop a financial strategy to identify savings for retirement, children’s education, charitable initiatives, estate and tax planning and insurance needs including life, disability, critical illness and long term care.

3.  We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your lives as well as in the investment markets, tax laws and economic realities.

I am committed to ensuring your plan stays current and that it addresses all your needs and keeps you in the best financial position possible.