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Financial Planning & Investment Process
We'll create a roadmap that aligns with your life and goals. My financial planning and investment approach is designed to simplify, optimize and improve your finances so you can focus on what matters most to you.
Life-Focused Financial Planning & Investment Management Personalized to You
Over four to six meetings, we’ll create a personalized financial plan and investment strategy designed around your life and needs. You’ll get:​​
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✔ A Clear Financial Picture – We’ll use simple, user-friendly tools to help you see where you are today and track your progress over time.
✔ A Personalized Game Plan – You’ll get clear, step-by-step advice to help you get organized, make smart decisions, and grow your wealth with confidence.
✔ Support to Keep You Moving Forward – I’ll be there to help you put your plan into action—and adjust it as life happens.
✔ An Investment Strategy That Fits You – Your portfolio will be diversified, tax-aware and aligned with your goals and comfort level.
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Financial planning and investing isn’t one-and-done. As your life and career evolve, we’ll keep your plan flexible and your investments working toward what matters most to you.
EXPLORE & ALIGN
90-MIN MEETING
Explore life values, top goals and financial scorecard to see how closely they’re aligned. Identify topics to prioritize.
CLARIFY & PLAN
90-MIN MEETING
Clarify statement of financial purpose, model the outcomes of financial decisions and identify obstacles to your goals.
PLAN DELIVERY
60-MIN MEETING
Present tax, cash flow, retirement, insurance, estate and investment strategies to align financial decisions to goals and values.
IMPLEMENT PLAN
OVER 6 MONTHS
Implement action items, e.g., open accounts, update policies, change allocations, make introductions to insurance, tax, legal pros, etc.
PLAN CHECK-IN
60-MIN MEETING
Six-month review to celebrate progress, answer questions, and address any roadblocks to reaching your goals.
Financial Planning Topics
Address Each Aspect of Your Financial Life
During our Explore & Align meeting, we’ll identify your top values and goals and decide which financial priorities to focus on first. As we implement your financial plan in ongoing meetings, we’ll take a deeper dive into the topics most relevant to you.
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Your Customized
Financial Plan Organizer
Presented during your Plan Delivery meeting, your Financial Life Organizer provides an easy-to-follow snapshot so you always know where you stand and what comes next.
✔ Visual breakdown of your assets, cash flow & goals.
✔ Step-by-step financial action plan to keep you on track.
✔ Simple, organized format so you can make informed decisions with confidence.
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This living document evolves with you, ensuring your financial plan stays aligned to your changing life and goals.