My Process

Step 1 - Phone meeting

This is a 15 minute call to understand your needs and to evaluate whether my expertise can work toward your needs.

Step 2 - Initial meeting

This is an hour meeting where we discuss your situation to identify your goals and to review your financial situation. I will describe my one-page financial plan and discuss expectations for next meeting.

Step 3 - Analysis

I apply my experience, training and knowledge to establish a one-page financial plan for you to implement. We will also answer the below questions:

  • Do you have enough income to sustain your current and future lifestyle?
  • Are you overpaying your taxes?
  • Can we reduce threats to your portfolio?
  • Can your portfolio be improved?

Step 4 - Strategy Meeting

During this meeting, we will review your one-page financial plan. We will answer any questions you have from the initial meeting and from the one-page financial plan and discuss my fees.

At the end of the meeting, we will discuss my fees and you will have the opportunity to sleep on your decision on whether we are a fit to work together.

WHILE I WANT TO WORK WITH YOU, IF YOU DECIDE THAT THIS IS NOT A GOOD FIT, I WISH YOU ALL THE BEST AND EVERY SUCCESS.

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