MAPPING OUT YOUR ROAD AHEAD
Everyone has curves in their personal journey but it is my mission to adapt to the roadblocks ensuring safe travels to their desired goals, staying with you every step of the way. This disciplined approach acts as your road map to help you through the financial planning process and prepare for the road ahead.
Step 1: Conversation about your needs
To build a plan that is custom tailored to you, I need to understand your unique needs. We will discuss family, legacy and estate planning, tax efficiency, investment planning and strategy.
Step 2: Recommend a financial plan
Working with a team of financial planners, a custom tailored financial plan will be created that fits your specific needs and goals. The plan drives the investments, not the other way around.
Step 3: Discuss the implementation process
This is where we show how the rubber meets the road—how the plan will be implemented. Bringing in other professionals in areas of specialization may be useful i.e. CPA/Tax professionals/estate planner/Insurance/Risk management etc.
Step 4: Review the plan for a lifelong journey
Since our lives and the financial markets are not always smooth and straight, we will have to adjust to keep you on the road to successful planning. This is where our experience comes in how to blend investments to meet goals. We do not think within a box. We go that extra step to think differently to help you toward your specific goals using techniques that blend value and tested outcomes.
