Client Experience
My practice is structured to leverage technology to make the client experience more enjoyable. Using technology allows us to keep track of your financial lives without having to bring paperwork to every meeting.
For your financial plan and your investments to have consistency, its important to work with one advisor who knows you well.
Multigenerational Planning
I have over fourteen years of experience and plans to personally help families for a generation to come.
This gives me the unique opportunity to guide families through life's biggest decisions now AND help the next generation learn to set goals and build wealth for decades to come.
Our process
Tailored to your situation under this framework:
Initial Conversation
First Meeting
Onboarding Meeting
Client Planning Meeting
Implementation
Ongoing Reviews
