Our Process

Personal Financial Planning is a process that involves identifying needs and objectives, establishing priorities based on your values, and implementing options.

An Objective Approach To Problem Solving



Critical to my "needs-based" approach, is my ability and commitment to listening and asking the right questions. I get to know my clients and understand what is truly important to them. My goal is to help you to achieve your goals. To that end, I use a four-step process to help you solve your financial problems:



Analyze:



Before I recommend any product and/or service, I ask questions and get a clear understanding of your circumstances and financial objectives. I then analyze your insurance and investment portfolios to identify any gaps that may exist.

Recommend:

I will provide you with suggestions to fill in the gaps and help you reach your objectives more efficiently.

Implement*:

I will work with you to implement our agreed-upon strategy and help you secure the required products and services.

Review:

Because your financial situation is bound to change, I will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your goals.

Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so. Custom Page Content

*Please note that you can implement your financial plan at the financial institution of your choice.