I believe in proactively getting your finances in shape for a happy today and bright tomorrow. That’s why I provide you with a financial assessment before our first meeting. Like a check-up at the doctor, this personal financial assessment helps me target areas that need more attention.

Once I’ve received your completed financial assessment, I’ll present you with a preliminary financial plan at our first meeting. When we meet, we can focus on discussing the specifics of your financial situation, whether you’re in need of education, advice on required minimum distribution strategies or life and long-term care insurance. We prioritize your financial goals by first making sure your short-term needs are met. Once we establish an emergency fund and estate plan, we can comfortably build your foundation from there.

As we build our relationship, you’ll come to expect friendly service, quarterly check-ups, and the special knowledge I have to offer. Whether you’re an individual investor or employee of a large corporation, I can help create and preserve your financial happiness.

 

Your Financial Assessment

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