Our Process

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 consulation.

Our Steps
Step 1
Personal Discovery

Integrated wealth management begins by understanding your present situation and future goals.  Whether you have immediate financial concerns or long-range planning considerations, I will help you bring them into focus through detailed discussion and fact-finding. 
Step 2
Expert Integration

Chances are, realizing all of your goals will demand expertise in a number of financial disciplines including investment advice, retirement planning, tax planning, insurance, and estate planning.  I will draw on an extensive network of expert resources to address each facet of your financial life, and develop an integrated wealth management plan that brings harmony and efficiency to the pursuit of your goals.
Step 3
Customized Investing

Your investment growth objectives, timelines, and comfort with risk are uniquely yours.  Working together, we'll map out a disciplined investment strategy, and create  portfolio that reflects your specific expectations and family situation.  You'll be able to rely on a personalized investment strategy with the right combination of growth, income, and safety of principal to meet your needs.
Step 4
Monitor and Review

Over time, you're likely to attain certain goals, and to develop new ones. Changes in your personal situation or the economic environment may also affect your financial targets.  As your advisor, I will constantly review your progress, respond to your needs, and provide objective consultation.  Together, we will ensure that your wealth plan continues to reflect your goals and ambitions, and that you benefit from professional attention every step of the way.