Broker Check

1. Introduction

Let's first get acquainted with a short phone call.  This gives us an opportunity to your situation and see if it matches our expertise. After all, you wouldn't want to see a dermatologist if you needed heart surgery.  

2. Discovery

We'll get perfectly clear on your goals, concerns and financial resources. Your answers to our questions, along with the documents we requested you bring, will guide our analysis.

3. Analysis

We'll analyze your situation for questions such as:

  • Can you simplify and organize your personal finances?
  • Will you have enough money to retire the way you want and will it last?
  • Can you improve your investment portfolio?

4. Moving Forward

We will explain, in plain English, what actions are required to achieve your financial goals and how we'll monitor it going forward.