Broker Check

The Five Steps of what we do

The Five Steps

Five key aspects of what we bring to you:

Organization. We will help bring order to your financial life, by assisting you in getting your
financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc.,
and also the “micro” level of household cash flow).

Accountability. We will help you follow through on financial commitments, by working with you to
prioritize your goals, show you the steps you need to take, and regularly review your progress
towards achieving them.

Objectivity. We bring insight from the outside to help you avoid emotionally driven decisions in
important money matters, by being available to consult with you at key moments of decision-making,
doing the research necessary to ensure you have all the information, and managing and disclosing
any of our own potential conflicts of interest.

Education. We will explore what specific knowledge will be needed to succeed in your situation, by
first thoroughly understanding your situation, then providing the necessary resources to facilitate
your decisions, and explaining the options and risks associated with each choice.

Partnership. We attempt to help you achieve the best life possible but will work in concert with
you, not just for you, to make this possible, by taking the time to clearly understand your
background, philosophy, needs and objectives, work collaboratively with you and on your behalf
(with your permission), and offer transparency around our compensation.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.