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How I Work With You

I believe all successful investing is goal-oriented and therefore planning driven. My goal is to help clients achieve their desired life-style by helping them manage their financial resources through a comprehensive review of each clients's goals by emcompassing the six steps of my financial planning process. The six steps of my financial planning process are:


  1. Establishing and Defining the Client-Planner Relationship

  2. Gathering Client Data and Goals

  3. Analyzing and Evaluating the Client's Financial Status

  4. Developing and Presenting Financial Planning Recommendations

  5. Implementing the Financial Planning Recommendations

  6. Monitoring the Recommendations

Developing and implementing a client plan is not a static process but actually a life-long process. Therefore, clients should expect to review their plan at least annually to take life's changes into consideration.