What Can I Do for You?
Serving as a financial advisor since 1993, I have a sense of the services clients view as adding value. I also understand that I am not, nor do I desire to be all things to all people. This allows me to focus my efforts on the mission of my practice:
To help clients get to where they want to be in three basic steps:
- Gather information, define and prioritize financial goals
- Recommend and implement appropriate strategies to move in the desired direction
- Monitor progress at regular intervals, making necessary adjustments to stay on course with the goal of reaching the client’s desired state at the desired time.
It's Not Just About the Money!
This is the core of what I do. It is relevant to anyone wanting to reach their financial goals — whether planning for, or already enjoying their retirement.
It is never just
about the money. Money has no intrinsic value. Its value lies in what it enables you to do. That’s why, as a financial advisor, I need to understand what my clients want to accomplish at a deep level to truly offer excellent guidance. After all, the money is always connected to the goals.