Financial Planning Services

What is Financial Planning?  I bet if you ask 5 different people you will get 5 different answers.

I define if by one very simple question: What’s important to you?

I work with my clients to help them identify their goals, develop strategies and then chose the proper financial strategies that help them address those goals.  My goal is to provide you a financial plan that gives you the financial confidence of knowing we are on track to address your goals.  Our methodical approach to providing financial planning services can help simplify your life.I do this by using a four step process.

No investment strategy can guarantee a profit or protect against loss.

  1. Understanding Your Financial Objectives
    We start by learning your current financial situation, what you want to accomplish in the future, as well as how you feel about risk. We work together to identify your current and future financial goals.This step is essential to developing a comprehensive, effective financial plan.
  2. Developing smart, time-tested strategies
    Based on the information you provide, I analyze your unique personal and financial needs, then match your objectives to appropriate strategies.This step is crucial, because it helps define how I am going to help address your financial goals.
  3. Implementing creative strategies
    Drawing on the vast resources of a global leader in diversified financial services (Charles Schwab) I customize a strategy to help address your specific long-term and short-term financial needs. This is the step where I employ high quality products and services designed to work toward your financial goals.
  4. Provide Timely-Ongoing Service
    I regularly review your situation to help ensure your financial objectives are being addressed. This is the step where I review the strategies we agreed on to make sure they continue to address your objectives.  This is normally done by conducting periodic reviews with you.
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