How I Work

As a CFP^®, I adhere to strict fiduciary standards and follow a clearly defined financial planning process.

As a CFP^®, I adhere to strict fiduciary standards and follow a clearly defined financial planning process.

The Standards of Professional Conduct define financial planning as "the process of determining whether and how an individual can meet life goals through the proper management of financial resources.

The 6 stages of financial planning are;

1. Establishing and defining the client - planner relationship
2. Gathering client data including goals
3. Analyzing and evaluating the client's current financial status
4. Developing and presenting recommendations and/or alternatives
5. Implementing the recommendations
6. Monitoring and re-examining the goals and recommendations

Using the in-depth knowledge gained about you through the financial planning process, we construct and adjust a strategy that matches your ever changing needs. 

We accomplish this through proactive meetings and communications designed to keep me apprised to your situation, while allowing me to keep you informed and educated on the goals that we set.