I’ll work with you to create a comprehensive financial plan, and coordinate with your existing professionals like your accountant and estate lawyer.

The first step is to have a short meeting that will allow me to show you what I provide for my clients and see if there is a fit between that and what you are looking for in an advisor.

If we both feel comfortable, then only at that point will we move forward to the second step which is to allow me to gather information to provide you with a Comprehensive Financial Plan.

The third step is to review the plan together and consider the appropriate products and solutions that suit your goals.

> View/Download an example of the type of Financial Plan I would provide.