We discuss the Why and What and When to clarify your goals. Why are you investing? What are you willing to commit to achieve your goals? When do you want to reach your destination? Then we design a plan that is achievable using your resources and level of tolerance for risk. Periodically we review your progress and make changes as appropriate to take advantage of macro-events and life events.
As a Certified Financial Planner® I create and implement plans for achieving your financial goals. I help you evaluate your current financial holdings to ensure they are appropriate for you. We create a “roadmap” based on your goals to guide your investment decisions: where, when and how much to invest.
I help determine the best way for you to achieve your goals and work with you along the way as life changes to monitor and adjust your strategies. We comprehensively approach all aspects of your financial well-being and work alongside your professional specialists – attorney, CPA, stockbroker and insurance agent – for your optimal outcome.
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