Devising a Financial Plan That is Relevant and Specific
I believe financial planning means different things to different people. A financial plan can really only be great if it is meaningful and relevant to you.
That's why we don't engage in product-based selling or cookie-cutter approaches.
Our process begins with learning as much as possible about your not only financial balance sheet but also your personal values and emotional needs. Often clients can be nervous about talking about their financial situation and fear they'll be judged or talked about things in an overly complicated manner
My goal with any projection, analysis, financial product or presentation is to marry them with the goals, values and concerns we've uncovered during that dialogue.
The best part of working with someone is when they can see that we've listened to what they've told us and put together a plan that takes it all into consideration
Ideally, the trust built during these initial steps assure that you have a valued resource and trusted advisor no matter what changes to your life and plan are to follow.
My goal is to help empower you.
