Your Role

Get to know each other - Introductory Meeting. We can meet in person or over the phone. This will give you the opportunity to see how my firm operates and for us to get to know each other. During this meeting, we can also begin to discuss your financial goals and you can determine if our firm's services, philosophies, and principals are compatible with your financial needs. 



Tell me about yourself. The more I know about you, your family and your overall financial situation;  the better I can address your needs. I won't act on a hunch. I need to know what is important to you so that I can give you the information that you need to make informed decisions. 



Learn from this process. This is a dialogue. Ask a lot of questions.I encourage you to ask for explanations and details. Challenge my assumptions, methodologies, and recommendations. After all, we are working as a team. 


Work together. My job is to guide you. I need to give you the information you need so that you can make the best decisions for your financial future. The decision will always be yours.