Financial Planning Process

Your Financial Planning 

  Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation.


Financial Planning Process

You gather your data: financial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund, and annuity statements, insurance policies


Financial Planning Process

You establish goals: college funding, comfortable retirement, income needs, second home, travel


Financial Planning Process

I analyze information: mutual fund and ETF due-diligence, retirement planning, asset allocation, and risk tolerance analysis


Financial Planning Process

I make recommendations: product solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies


Financial Planning Process

I monitor and update: annual reviews, twice a year email updates, monthly brokerage statements, CIR statements online reporting of your accounts

If you're concerned about your financial future, let’s talk


If you’re concerned about your financial future, lets talk

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