Becoming a client

At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.

To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consultation.


Our Steps


Module 1



The initial appointment is no cost, informal chat about your current situation and financial goals.  The discussion will focus on what is working and what you would like to change. If there is a good fit between what you would like to achieve and the services I can provide, a second appointment is booked. 

Module 2



Next, an analysis of your current financial situation is completed.  This may include insurance, debt, investments and estate planning. 

Module 3



You will be provided with a customized financial strategy that will identify and offer solutions to address your challenges and financial goals.

Module 4

Monitor and Review

We will 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 realities.