At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. 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 us at your convenience for a private consulation.
Our Steps
| Meeting 1 Consultation | During this first meeting we will get to know you, your financial situation and your needs. It's the first step to determining if we're a good fit. You will also learn about how we work and our commitment to you. |
| Meeting 2 Analysis | We will conduct a thorough analysis of your current financial situation using our personal experience and Assante's expertise in financial tools. |
| Meeting 3 Solutions | We understand that each person and each business is unique. Your customized financial strategy will identify and offer solutions to respond to your objectives.. |
| Meeting 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 law and economic realities. |
To arrange an appointment, email me directly by clicking here or calling 905-335-2291.