Broker Check

Process

Building a Relationship

Founded on Mutual Understanding

As a military veteran, I understand and empathize with what you are experiencing. I know it can be both exciting and daunting at the same time. If you’re still unsure exactly what you want to do moving forward, we’ll consider your options together, exploring questions such as, “Why would you go this path? What are your reasons? What challenges do we need to plan for?” Together, we’ll discuss your values, ascertain what feels right for this next chapter in your life, and create a plan to get you there.

STEP 1:
Discovery Meeting

Before starting our process together, we’ll have a no-cost initial meeting to get a better idea of your needs and your most pressing issues. I’ll also go through my process and costs with you. If we decide we’re a good fit, we’ll set up our next meeting.

STEP 2:
Get Organized

We’ll get clear on your concerns and specific goals, do a preliminary review of your documents, assist you with getting your basics organized, and help you gain access to your portal.

STEP 3:
Explore

At this stage, we’ll conduct an in-depth analysis of your current financial position. We’ll explore your possibilities and overall goals for the future and begin to carve out specific financial objectives.

STEP 4:
Plan Delivery

After I’ve taken time to develop various strategies, I’ll present various financial planning solutions. We’ll discuss what would be involved in each route, and together we’ll talk through what is best for you.

STEP 5:
Ongoing Financial Planning

If you decide to become an ongoing client, we’ll have regular meetings to track your progress and address other financial needs or updates as they arise.

Have Something On Your Mind?

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