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 Family Wealth Circle approach below, or contact me at your convenience for a private consultation.

Our Steps


Phase 1

Key Start Session

First, we get to know you, your financial situation and your needs, By understanding your personal situation. This is called The Discovery Process. From there we Establish Your Milestones and take a Finacial Snapshot of where you are at today to help us develop a Financial Independace Roadmap to help you reach your financial goals.

Phase 2

Look Under the Hood

We will conduct a Comprehensive Assessment of your current financial situation, drawing  on the expertise  of Assante's many resources (both internally and affiliated when applicable). We understand that each person and each business is unique. Your Personalized Master Plan will identify and offer strategies to address the challenges by looking at Tax Minimizing Strategies, determining the correct Investment Policy, as well as Legacy and Insurance needs.

Phase 3


After analyzing your situation and presenting various strategies we will implement the best solution to reach your financial goals.

Phase 4

Review & Continued Education

We will then meet on a regular basis to monitor your evolving needs and goals in light of changes in your lifes as well as in the investment markets, tax law and econmonic realities.