Getting Started

Just like any relationship, dynamics are a key ingredient to success and we need to be comfortable with each other. Before we can arrive at solutions, we first need to get to know each other. Although there are no "rules of engagement", my process typically follows the following chronology:

1. Introduction
Our initial meet and greet will set the foundation for how we will work together. We will review your personal and financial goals and set expectations for each other.

2. Gather Data
Arbitrary numbers or guesstimates won't paint a realistic picture of your current or future financial and insurance landscape. We will need to share data with each other in order to clarify your benchmark and determine your path.

3. Analysis 
Each person brings a unique situation to the table which requires analysis. In order for me to get a clear understanding of the data, I will need approximately 2 weeks to review your documents, goals and dreams.

4. Present Recommendations
We will set up a time and place that is convenient for you to review my findings and share with you my recommendations. Ample time will be set aside so you can feel confident in your ultimate decisions.

5. Implementation
With your approval, I will then implement the recommendations in an effort to help you reach your financial goals.

6. Review
Based on the complexity of your needs and recommendations, we will determine a strategy review frequency that is the best fit for you. Typically these are either quarterly or annually, allowing us to be proactive as life changes arise. Keep in mind, however, that I am always just a phone call away if ever you need to reach me: 410-340-6691.