Broker Check

Financial Planning

Begin with a dream: start with a plan

Life In A Box

The Dress Rehearsal

What's In A Number

We follow a simple planning technique that starts with our discovery process. We use this conversation to determine where you are today.

Next, we discuss your vision for the future. What is your desired lifestyle, and how will you want to spend the ‘third stage’ of your active life?

We assess the gap between where you currently are and where you would like to be. We provide solutions to fill the gap with appropriate financial tools and strategies. These, in aggregate, form your financial plan.

Along the way, we will take every opportunity to teach you more about personal finance, and to put you in control.

Special note:
The client is free to implement the plan recommendations with whomever he/she chooses.
The advisor’s relationship with the client during the post-plan delivery is as a registered representative and not as a fee-based financial planner.