As your financial planning partner, I’ll use a detailed process to create a personalized plan that integrates your investment management, retirement planning, and your estate plan.

• In consultation with you, I’ll evaluate your financial picture, both present and future.
• I’ll recommend investments intended to meet your short- and long-term objectives.
• After we’ve thoroughly discussed my recommendations and you’ve approved them, I’ll implement the plan.
• I’ll meet with you periodically to review your portfolio and your overall financial situation. Together, we’ll make decisions about adjusting your mix of investments as needed.