Process + Services
Find Life Insurance Planning and Investment Solutions & Gain Peace of Mind.
My mission is to help you create the best plan of action to reach your financial goals. Using a holistic approach to financial planning, we’ll assess where you are currently and build a plan that helps get you where you want to go.
1. Get Started
In our first step, we’ll focus on gaining the necessary information to identify your starting point. Together we’ll review income and expenses to identify your family’s cash flow. The goal of this step is simply to have a conversation and reach an understanding about where your money is going.
2. Explore Options + Resources
With cash flow established, we’ll begin exploring options and resources to help you reach your financial goals. I’ll guide you through choices to create a comprehensive financial security plan that addresses Death, Disability, and Retirement Income Replacement.
3. Create a Course of Action
After reviewing the options and resources available, we’ll recommend a course of action that creates financial security. You’ll walk away feeling empowered and confident, knowing that you’ve made wise decisions to provide for your and your family’s future.
4. Make It a Reality
We’ll then implement the plan with our discussed strategies and help you stay on track toward your financial goals. Your financial security is our priority, so we’ll review your portfolio regularly and adjust it according to any needed changes in your life or the markets.
We’ll also coordinate meetings with other key players, including an attorney and CPA of your choosing. This will help you complete an estate plan and work toward tax efficiency wherever possible.
Additional Services Available
- Investment Review –asset allocation concerns
- Retirement Income Analysis –long-term cash flow
- Life Insurance Policy Review –cost savings, expiring coverage
- Business Planning – buy/sell review, business valuation information, business continuation planning