Using my customized Pathway To Confidence Program™, I offer an organized, holistic financial planning program that can help my clients create customized strategies, resulting in greater financial certainty in their future, with a clear pathway to grow and keep their wealth, and with less risk and greater tax efficiency.
When I first meet with clients, I take the time to understand them, what they are seeking in an Advisor, their current financial situation, and their goals for today and tomorrow. Over the course of our initial work together, we will meet several times to analyze their unique mix of assets, liabilities, protection strategies and cash flow. This enables us to determine how well their current plan is working to support their current and future goals. We also discover opportunities for improvement, as well strategies that might be preventing them from achieving the results they want. Beyond the initial development and implementation of a plan of improvement, I work closely with clients and their other advisory team, including legal and accounting, to help monitor, modify as circumstances change, and keep their plan on track.
The result of our work is designed to help bridge the The Confidence Gap™, by creating
- Financial clarity and organization
- Strategies best integrating the four key financial domains of Protection, Assets, Liabilities, and Cash Flow
- A personal secure website available to clients 24/7
- Account aggregation with over 7000 financial institutions
- Secure online storage vault to store important documents
- Ongoing monitoring and support