My Process

True Partnership Process

I use the word "partnership" because I believe that by working closely together it will result in a win-win relationship for life.

My process has 5 important steps:

Our First Meeting
1. Meeting of the Hearts - Introduction to my background and business beliefs along with an open discussion about the purpose of your wealth, your goals and visions, and how you plan to maximize your return on life.

2. Your Financial Health - fact finding mission about your household finances such as assets & liabilities, cash flows, pension benefits, insurance and investment accounts. I will educate you on any relevant issues.

After our initial meeting the third step is initiated:

3. Analysis & Recommendation - summarize, analyze and prioritize your financial profile and create a customized wealth strategy that is aligned to your goals and visions with unlimited access to any investment and estate planning solution available in the marketplace today.

Our Second Meeting
4. Meeting of the Minds - together we will review and confirm your financial profile and discuss how your recommended wealth strategy will benefit you moving forward. We will also compare my recommendation to your existing strategy and discuss the differences in risk, management and fees.

5. Moving Forward - I will answer any questions that you may have with respect to my recommendation and make any necessary adjustments. From that point we look to form our two way partnership and you can expect from me:

  • Ongoing communication

  • Regular monitoring of your accounts

  • Maintaining my commitment to your wealth management strategy


For more information, please click on the following links:

Wealth Management Consulting

Wealth Management Solutions