Become 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 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.