Money means different things to all of us, and what colors our attitudes toward it, or what we want from it, is a highly subjective thing.
I make it a priority to get to know you as a person. I strive to provide my clients with the most comprehensive personal financial planning and enjoy witnessing firsthand their financial achievements; however, I also want to understand what your nonfinancial goals are and what is most important in your life.
Once we complete the initial process of implementing your customized financial strategy, it doesn't end there. I will monitor the progress your money is making, and we'll meet regularly to make sure your investments always reflect your current life circumstances.