Consultative Process
I begin each new relationship with a consultative process called the Foundation for Success. This allows me to have an open dialogue where I get to know my clients, learn about their values and goals, and work together to create a tailored plan.
Foundation for Success
Step 1:
Discovery Meeting
The complexities that can coincide with wealth are wide – and that’s why my service offerings are too. During our initial discovery meeting, we’ll go over your short and long-term wealth goals and needs and decide which services are right for you.
Step 2:
Strategic Plan
After our initial conversations, we’ll sit down to map out your Strategic Plan—essentially, the blueprint for your financial future. I’ll walk you through your current investment strategy, breaking it down in a way that makes sense, and then I’ll share my recommendations on how we can refine and optimize it. This is where we align your goals with a clear, thoughtful approach.
Step 3:
Implementation
Once we’re on the same page, we move into Implementation—because a great plan only works if it’s put into action. We’ll organize your paperwork, ensure you have easy access to your accounts, and set up a system for tracking progress. At the 60-day mark, we’ll check in to review how things are going, make adjustments if needed, and reinforce our commitment to ongoing guidance. My goal is to keep you informed, confident, and on track every step of the way.
Step 4:
Wealth Management
I specialize in helping clients simplify the complexities of their financial lives while preserving and growing their wealth. Whether your goals include protecting your assets, minimizing taxes, taking care of your heirs, or increasing your charitable impact, I will apply a disciplined process to deliver the three key components of a comprehensive wealth plan: Investment Consulting, Relationship Management and Advanced Planning.
Step 5:
Work Optional
The end goal of the wealth management process is to help you achieve financial security and freedom to live the lifestyle you’ve envisioned. Whether that’s retiring on the beach, working part-time at a job you love or traveling the world, I leverage investment consulting and advanced wealth planning to help you get there.