“I strive to develop a long-term partnership with my clients.”
Just as you develop a long-term relationship with your doctor, accountant, or attorney, it’s important to establish a relationship with a financial advisor that grows over time. When I understand your personal and financial situation – know where you’ve been and where you want to go – it creates a relationship that offers a greater benefit over the course of your lifetime. I will be there for you when things are going well, and more importantly, when you run into financial challenges.
This is all about you…
When it comes to financial planning, there is only one person that matters: You. Because this is your life, your goals, your dreams. It’s not just about saving for retirement or paying for a child’s education. It’s about having the resources and the time to accomplish your goals, and still enjoy life’s great moments along the way.
Starting the Conversation
It starts with knowing where you want to go, then figuring out how to get there. Whether you are just starting to save or are ready to retire, we’ll begin with a conversation to get to know who you are and your vision for your life. You have ideas for the future, but what will it take to reach them? Like most people, you may need to balance needs with wants, and prioritize long-term goals over near-term desires. The job is made easier when we work together to bring your vision for the future into sharp focus.
Putting a Plan Together
Once I have a full understanding of what you want, I can begin designing a fully customized plan to help reach your goals, which could be anything from working towards a comfortable retirement, paying for a child’s education, purchasing a second home or just saving a bit more each month.
Together, we can develop a realistic plan geared toward your priorities and help you weigh the decisions that can strengthen your plan and address your concerns.
Preparing for Unknowns
Before I put your plan into action, I will thoroughly test it to help ensure that you are fully prepared for the little curve balls life throws your way. I believe sound planning and testing for the “what ifs” go a long way toward accounting for the surprises, while keeping your financial plan working toward your goals.
Staying in Touch
I consider planning for your financial future an ongoing process. While retirement is frequently the focal point of financial plans, yours also should consider the many life events you’ll experience on your journey. Weddings, births, graduations, family vacations, buying a new home and leaving a legacy should all be included in your long-term plan, as should the other, less predictable, “detours.” So it’s important that we spend time monitoring your progress and making adjustments along the way.