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



We get to know you, your current situation, needs and goals through a discovery meeting.

Module 2



We will collect financial information, prepare a plan to address your needs, conduct a thorough analysis of your current financial situation and compare to your goals.

Module 3

Recommendation and Implementation


We understand that each person and each business is unique. Your customized financial plan will identify and offer strategies to address the challenges.

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, law and economic realities.