A key component of achieving financial success is a long-term relationship with a trusted investment advisor.
I work with you, listening to and understanding your vision for the future. Together we discuss and address what financial issues are important to you: saving for retirement, minimizing taxes, setting aside funds for a major purchase or to finance a child's education. The real objective is developing strategies together that will help you achieve your life goals and vision.
A Two Way Partnership
At the core of my investment management process is you and your family. Managing your wealth requires a thorough understanding of your unique needs and an in-depth knowledge of your goals and dreams and how these impact the people you care about most. My process is the basis for the solid relationship I seek to build with each client.
My systemized approach to the planning process is consultative in nature: I listen to and understand your needs first before I make any suggestions.
1) I start by working with you to clarify your goals and identify those things that weigh on your mind and may affect or determine your vision for the future.
2) I help you analyze and prioritize your needs (short and long term) as you see them.
3) I define and outline your goals and clarify the role that my investment management process plays.
4) I will then present concepts to assist you in understanding how together we can bridge the gap between where you are now, and where you would like to be.
5) I develop short and long term alternatives, to give you the best options to consider.
6) Together, we reach a consensus on specific solutions under each strategy; this is the beginning of an ongoing plan that involves both money and life goals. At this stage, I will ask you to commit to those strategies that together we feel will best meet your needs.
7) We implement the plan and keep you informed. Once the plan is in place, I work with you to regularly review and monitor it. I use our resources and advice to ensure that the plan remains on target to meet the goals you have set out. Your plan receives continual review to keep it current and on track. We meet on a regular basis to update and add new information.
What will your retirement look like? We have developed a series of Podcasts at Retirement Your Way. These audio podcasts will tackle issues, from a number of experts to assist you in planning for that next phase of life.
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