Broker Check

Wealth Management Process

Discovery

Discovery

I gather detailed information about your priorities.

Mutual Commitment

Mutual Commitment

I discuss with you recommendations to address the entire range of your financial goals, including how they’ll be implemented and evaluated. Ensures we both agree on your financial priorities and our commitment to meeting them.

Implementation

Implementation

I review with you and organize all account paperwork.

Wealth Management

Wealth Management

I regularly review the effectiveness of the solutions we created together and determine if your priorities have evolved.

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