Mapping out your financial future

Building your net worth to achieve security for your future results from a broad yet integrated approach. 

 

My role is to appraise your unique situation and find a customized solution that will get you there - and keep you there.

 

After meeting with you to discuss your current objectives, I begin developing a plan for your financial future.  With my team of experts, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable in securing your goals.

 

The process for mapping out your financial future is outlined below.

Discovery

The first steps are private conversations and having you fill out a questionnaire to help me better understand your current situation and any needs, priorities, goals and aspirations you have for yourself and those associated with your wealth.


Establishing milestones

After several meaningful discussions I arrive at an understanding of your fundamental values.  We will have determined your income, liquidity, and growth requirements, as well as your time horizon and risk profile.  We will define and refine over our initial visits, your personal and financial goals and your time frames.


Setting a baseline: completing a financial analysis

Now, it will be time to discover your financial baseline.  I will review your current budget, assets, liabilities, insurance policies, investments and tax strategies.  This analysis allows us to create a “roadmap” of where you are and where you would like to be.


Wealth Management Plan

Next, I create a detailed document outlining my recommendations for your specific situation.  I outline the investment strategy and personalized investment policy statement, which acts as a blueprint for your investments. The plan will determine exactly what you need to do to arrive, with a high level of confidence, at a time in your life that will enable you to retire on your own terms.  Specifically, the exact dollar amount, savings rate, and targeted rate of return required in order for you to make employment “optional.”


Monitor and Review

We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax laws and economic realities.