"Successful investing is about managing risk, not avoiding it."

An essential step in achieving your goals is to understand and manage your investment risk. To do this, I use my effective Fourfold Process of: Discovery, Diagnose, Design,Deliver. I begin to create a foundational plan to quantify your goals with a level of risk that is appropriate for you.

Common questions I ask about managing your risk include:

  • What does risk mean to you?
  • What are the biggest advantages of managing risk?
  • How does managing risk protect my family?
  • How does college and risk play a role in my financial plan?