My philosophy is simple. We need to get to know each other to build the best plans possible.
My focus is to understand your goals and develop a plan to reach them. I will meet with you to present an analysis and discuss my recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan periodic meetings to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. I am committed to staying up-to-date on relevant tax, estate and social security laws to provide you with the best financial advice for your particular situation.