The Financial Plan

I believe that the road to financial success involves implementing a well-thought out financial plan and adjusting it over time. Markets can be volatile but my approach is not.

The portfolio approach to investing:

  • Development of a comprehensive and transparent investment plan that minimizes fees and focuses on after-tax returns.
  • Assurance of client’s comfort with market risk by measuring his/her risk tolerance and expected return.
  • Integration of insurance and tax strategies within the investment plan.
  • Use of The Road Map process for entrepreneurs and professionals.


As a financial planner I am committed to:

  • Creating each financial and investment plan to reflect my client’s specific goals and expectations.
  • Protecting my client’s wealth through a comprehensive, thorough and long term plan.
  • Providing solid and objective advice.


Insurance products and services are provided through Assante Estate and Insurance Services Inc.