We begin with a one-on-one conversation to understand who you are, what you want to accomplish, and what qualities you are seeking in an advisor. During this consultation we will determine if we are a good fit and do we want to take the step forward in working together.

During these sessions, we will dig deep to understand where you are in your financial journey. We will explore your financial history, money psychology, money truths and begin to develop and finalize your Personal Financial Strategy. There will be two of these meetings: Your Money Story and Your Numbers

We will review the strategy and recommendations, and begin the implementation of the strategy. This is a conversation about where you are (your numbers) and the strategy to get to where you want to be. This is the time when we commit to the action to move you forward. We can make adjustments and will have conversation about what are you committing to do and what are my responsibilities to get you to your target.

You have your financial strategy and you are a client. We meet on a regularly-scheduled basis to examine where you have been, how we are progressing, and identify any new opportunities or life changes that need to be factored into targets and your strategy. During these regularly-scheduled review sessions we will assess and adjust as needed.

For people in the financial services business who would like to talk with me about product, investment ideas, or opportunities.