Having the right partner by your side can make all the difference.
As a professional, I never forget that it's your money, your goals and your financial success that we are working towards. That's why collaborating with you to understand your complex issues and guiding you towards meeting your goals is the approach I take.
What You Can Expect - Client Testimonials
Personal Attention - I care and I listen.
"I have always felt a sense of empathy with you; you see me as a person ([with] family, hopes, dreams, concerns) and I am able to talk to you." - A woman in her early 60's
Plain Language - I speak in terms that are easy to understand. Investing doesn't have to be complicated to be effective.
"Whenever we meet to discuss my accounts to see if changes should be made, you explain your reason for change in such a way that is easy for me, with [my] limited investment knowledge, to understand." - A couple in their early 70's & 80's
Lead vs. Tell - Collaboration is the focus.
"You are accessible - you actually listen to my suggestions. We discuss things and, as appropriate, you take suitable action." - A woman in her early 60's
Peace of Mind - Your "sleep factor" matters to me.
"You are always available to answer any questions I have or [to] set up a meeting.... Those reasons give me peace of mind and let me sleep at night." - A couple in their 70's and 80's
I take a big picture view of your financial well-being. My role is to navigate you along the path to achieve your goals.
I will ensure that:
- We meet on a regular basis to discuss important matters in your life and to lead you through complex issues
- You receive quarterly investment updates and a market overview
- We remain on the same page regarding your personalized plan
- I bring to your attention relevant solutions at all times and specialists when necessary