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.
We also take confidentiality and security of client information very seriously. If documents are being sent electronically we ask for you to request a secure email to attach anything to.
The first step to engage in financial planning is to schedule a "Get Acquainted" meeting (call or Zoom works well too) so we can learn about your goals and expectations and determine if there if a good fit for what you're looking for and what we can do for you.