Helping you make your personal and financial goals a reality
I am committed to creating a wealth management strategy that evolves with your life’s journey. Using a proven wealth management process, we will get acquainted so I can thoroughly understand your financial and personal aspirations, develop and implement your plan, and adapt it as your needs change.
1. Introductory meeting (15-20 minutes)
A brief initial conversation to introduce our philosophies and ensure they align with your expectations.
2. Getting to know you (60-90 minutes)
To understand where we are going, I need to know where you have been. We delve into the details of your goals and personal and financial circumstances to craft an initial financial overview highlighting your current state and personal and financial accomplishments so far.
3. Understanding our solutions (60-90 minutes)
We review our journey together so far and present a tailored financial plan, inviting your feedback to refine our approach and finalize our strategy.
4. Account opening and strategy implementation
Over the following weeks, we will open accounts and transfer your investments. Once completed, we will begin implementing the agreed-upon plan (no changes are made to your investments until we have confirmed the plan).
5. Ongoing maintenance and adjustment
Recognizing that life is dynamic, we continuously monitor and adjust your plan to ensure it meets your evolving needs, helping you manage your wealth effectively through every life stage.
