475 2nd Ave South, 3rd Floor
Initial Meeting and IntroductionDuring our intial meeting, we will mutually decide if there is a good fit on a personal level. Through the discovery process, I will learn about you, your family and your goals. At this stage, I will also gather pertinent financial information.
Proposal of SolutionsAfter evaluating your unique situation and objectives, I will present a customized Financial Plan that details the path to achieving your goals. Accompanying the Financial Plan will be a customized Investment Proposal that is built upon your goals and objectives.
Review & ImplementationAfter you are satisfied with the Financial Plan, Investment Solution and Service Schedule, we will implement your customized Wealth Management Solution.