HOW WE WILL WORK TOGETHER
When we meet for the first time, I'll ask about your short-term and long-term and help you prioritize those goals. It will be helpful to bring all your financial documents with you to the first meeting, including tax returns, pay-stubs or income details, Social Security statements, investment statements, insurances (life, disability, home/auto, health), and anything else that may help make our meeting more efficient. This meeting is free and I promise you will walk away feeling more confident about your finances. I look forward to helping you reach your goals!
Financial plan presentation & implementation
There are many aspects to a financial plan and it may, at first, feel overwhelming. I'm here to guide you and discuss options for helping you reach your goals. I'll report on your financial situation and current progress and propose recommendations. This may include savings strategies, tax strategies and re-allocation of investments.