While most financial institutions provide only fragments of a complete plan, I believe there are four key elements necessary to achieve financial security.
Education – The initial meeting with me is an exciting experience that allows us to cover the areas of your financial profile. My creative approach is designed to rejuvenate your outlook on money management. It will provide you with a new awareness and knowledge about vital money matters. The first meeting also prepares you to work with me and better use my professional services. Finally, this meeting allows us the opportunity to develop an energetic working relationship, and hopefully inspire you to achieve your financial goals.
Planning – After gathering and analyzing your financial data, a measurable financial goal is developed in writing, thus creating the foundation of your financial plan. I then work with you to create a specific plan to attain your goal of financial freedom. My objective is to develop a financial plan that is both beneficial to you and in your best interest.
Execution– Once I have reviewed your goals and evaluated the numerous products available, a specific plan is presented to you for review, discussion, and approval. When you are satisfied with the plan, I will help you follow through with a plan of action. At that point I can make referrals to other professionals that are needed.
Continued Service – Periodic reviews of your financial plan are provided by me or third party professionals on a continuous basis. Analyzing and appraising it in light of current circumstances helps to keep you on the right track. If you agree on any specific changes in the plan, they are made by the team to ensure a potential for top financial performance.