I am different than most advisors in five ways:

I am a Certified Financial Planner professional who believes that evey client should have a carefully written plan that becomes the backbone of our relationship.  I consider a financial plan to be a map that prepares us for travel in an unfamiliar land.  This unfamiliar land is your future.  A plan prepares you for what is ahead.

I manage my client relationships with a governing philosophy.This philosophy safeguards us from making emotional and costly decisions with your money. One of the biggest financial risks is allowing emotion to dictate our decision making.  I stay true to this governing philosophy and its principles regardless of the current economic environment.  This is important because it allows us to fend off the temptations fueled by the media and the latest sales spin present in the marketplace.

I also believe in using plain language when advising my clients.  One of the biggest complaints with financial advisors is they alienate their clients with acronyms and jargon.  By advising my clients in understandable terms, they become more resolut in their conviction to their plan.  I often joke that my service comes with a "no brainer hernia guarantee".

Once you become a client, each person will receive a written service standard. From the beginning, each one of my clients knows exactly what to expect from me in terms of service.  This includes frequency of meetings, phone calls, education events and the various forms of communication they will receive from me. We follow our Client Centric Advisory Model in our approach to your financial picture.

Lastly, I direct the future of my practice under the guidance of a Client Advisory Board. This group allows me to walk in the shoes of my clients and provides me with meaningful feedback on what I am doing right and areas where I can improve.  As a client centered advisor, it is important for me view the marketplace through my client's eyes so that I can continue to alleviate their stressors.

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