My strategy I create lifelong relationships with my clients by engaging them to define financial success. I rely on financial expertise and industry leading innovation to provide a goal driven financial plan. The bottom-up approach In order to design a portfolio that is right for you I begin with examining a your family tree, investments, savings strategy, risk tolerance, asset allocation, net worth, budget, lifestyle, estate planning and insurance needs. The top-down approach To be able to providing the highest level of ongoing service starts with you, your family and your business. It cascades into an action plan that outlines the systems that provide Scheduled Reviews, Portfolio Monitoring Tools, and Personalized Support.