Our clients are our friends; therefore, all of our client relationships are built on a foundation mutual trust and respect. Our first meeting is a discovery conversation about where you are and where you want to be. We will tell you what we and how we do, which will take 15 minutes less before questions. We will answer the most important question money question: why is money important to you? From that answer we will identify what is important, balance the trade-offs, and prioritize your goals. We identify problems to find solutions.
Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.