I believe financial strategies should feel simple and actionable. Here’s what it looks like when you work with me:
It all starts with a conversation. We’ll set a time to connect, either virtually or in person, so I can learn about your situation and you can ask any questions.
During our meeting, I focus on your story — your current financial picture, your goals, and the challenges you’re facing. This may include reviewing existing accounts, insurance policies, employer benefits, or family circumstances.
Based on what we discuss, I’ll outline strategies tailored to your needs. This may include protection strategies (like life insurance or long-term care), income solutions for retirement, or specialized strategies for unique family situations.
Once you’re comfortable with the direction, I help put the right tools in place — coordinating policies, accounts, and, when needed, working alongside your legal and tax professionals.
Financial strategies aren’t static. Depending on your needs, we’ll meet annually, semi-annually, or quarterly to review progress, update strategies, and ensure your strategy continues to work for you.