Process

  1. Your Personal Assessment: Initial “meet and greet” to determine if there is a mutual “fit”. Lasting, meaningful long term relationships are built on open and honest communication, trust and mutual respect. Will share my disciplined investment approach and stringent monitoring process so you will know exactly how your money may be put to work.
  2. Discovering You: Gathering necessary information to design your customized action plan. We develop a snapshot of your current situation; determine where you want to get to and what might be getting in your way. 
  3. Shaping Your Future: Formalizing our working relationship Implement your personalized program using Cash Flow approach to achieve your desired results
  4. At your Service: Keeping You Informed Organizational Binder Excelling in customer fulfilment Regular communications such as seasonal magazine, market commentaries, special occasions
  5. Your Personal Reviews: Pre-determined service matrix to evaluate and measure your progress