Planning

I believe that True Financial Planning involves more than just portfolio discussions and we have developed a 6 Step Wealth Management Process designed to help individuals make intelligent long-term decisions in the face of short-term emotions.

Our disciplined process begins with a thorough foundation of holistic financial planning and delivers a written and customized wealth plan.

Once a plan is implemented, a structured review program is put in place that continually pursues wealth building opportunities for our clients. As a trusted financial advisor, I take pride in our ability to provide a high level of service and act as clients personal wealth manager.

Our Process

1. Financial Planning Review

2. Discussion Paper/Strategic Options

3. Planning Presentation

4. Develop Asset Allocation/Investment Policy Statement

5. Estate and Insurance Analysis

6. Monitor Results

Magic Retirement Number Analysis

1. Determine your desired lifestyle
2. Project future asset values (factor in inflation)
3. Analyze investments and tax structures to pinpoint your current Retirement Number
4. Present strategies to potentially improve your current Retirement Number and help you reach your required asset level for financial freedom

Helping individuals make intelligent long-term decisions in the face of short-term emotions