Step 1: Full-scale needs analysis. We sit down and talk. I find out everything I need to know regarding your finances, business, other financial services you may be using, insuranceâ€¦ the complete picture.
Step 2: Strategic development. I then dig in, use my experience, qualifications, and multitude of resources available to create recommendations and provide solutions that are the right fit for your goals and needs.
Step 3: Recommendations. We will meet to go over the recommendations and answer any questions. We'll address concerns. We may adapt the recommendations based on our conversation. The bottom line is we'll work together until we finalize a strategy that can meet your short-term and long-term goals.