Our Disciplined Process
I follow a disciplined four-step process to ensure that I understand my clients’ unique financial needs and to assist them in creating a path to reach their goals:
Phase I: Discovery
I am very selective about the clients I serve. Before I take on a new client, I carefully gather information to discover if I am well suited to help them.
To keep our practice operating at an optimal size, I require that each new client meet very specific criteria. I discover if we have good chemistry, our goals align, and that I can add value to your investment strategies. These criteria are designed to ensure my clients receive the utmost level of personal care.
Phase II: Strategy
I first develop a relationship and learn what is most important to you. I then educate you on all of your options and nothing less. Finally, I establish S.M.A.R.T. goals: specific, measurable, attainable, realistic, and timely.
Phase III: Implementation
The primary objective of this phase is to successfully implement your financial plan. By means of constant communication with our highly skilled staff, we strive to make this process seamless for you.
Phase IV: Monitor and Adjust
I review my clients’ accounts on a regular basis to ensure they are always in line with changing goals, risk tolerance, and time-frames. Through coaching and adjusting, I am able to help clients revise their plans and strategies to account for changes.