As your personal financial advocate, our relationship begins with a comprehensive discovery approach to fully understand your unique situation. Our investment approach adapts to both the market environment as well as your evolving needs. Aside from traditional public stock investments, I utilize a basket of alternatives to help diversify away from traditional market risk to help achieve your goals. With over 10 years of stock market experience, I have the relationships and know how, to create an investment strategy that will work for you.
- Introductory meeting
- Understanding your needs – discovering where you are now and where you want to be
- Planning for your needs – creating a customized financial plan
- Choosing your solutions – formulating a customized portfolio, insurance, trust/estate planning, etc.
- Reviewing and communicating with you – regular updates on the portfolio’s performance and exploring new opportunities
- Evolving and adjusting your plan – updating and improving your plan on a regular basis