Broker Check

Our Process: Mapping

Each client has a few path options to reach their financial goals. No two situations are exactly alike so I draw upon decades of experience, in conjunction with specialists, to create each path.

MUTUAL FIT

ASSESS

PREPARE

PRESENT

IMPLEMENT

NAVIGATE

GROW

Are we a fit to work and grow together to meet your goals?

We assess your risk tolerance, goals and interests. What is your risk number? Do your portfolios match?We prepare an analysis of your current financial situation and well being.We present you with your personal Financial Compass and go over the next steps with you.Together, we implement the plan we agree upon. We create an onboarding and strategy review schedule.Navigating the map is an ongoing conversation. Life happens, maps and strategies are meant to be malleable.Our clients (you) grow into the process and grow with us as we evolve as partners in your financial journey.

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