Process

One thing my clients appreciate about working with me is that I don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, I follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that I can make appropriate recommendations to meet their needs. Everyone is different and I may amend my approach to suit a specific client, but in general, I utilize the following process to help those I’m privileged to serve.

Step 1: Review

Every family's financial situation is unique. That's why it's so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone I sit down with.

Step 2: Analyze

As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, and which should be adjusted and scaled down.

Step 3: Develop

Based on our conversation and analysis, I can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

I regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax, and legal advisors. I can do the same for you.

Step 5: Implement

I’ll implement your strategy, and work closely with you and your other third party professionals to ensure its success. I’ll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. I will work with you over the years to help keep your strategy on track with your changing needs.

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