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The client focused approach puts you first!

Financial planning does not have to be intimidating or onerous. We start off with an introduction meeting, 30-60 minutes of your time, where you get to know me and how I work for my clients. No sales, no commitments. We can meet in virtually using Skype, Zoom, Google Meet or MS Teams; over the phone, via e-mail, or in person.

If you decide to move forward, we schedule a more in-depth meeting to review several documents and statements to create a financial plan to meet your needs and goals.

I then take this information and develop a strategy to best protect your family while we work toward achieving the goals you outlined to me.

Once solutions are in place; insurance, investments or both; we monitor your progress together and adjust the plan as needed. My commitment is to provide you with financial guidance, support and solutions for the long term!

Let's start your plan today!

This graphic describes the client focussed approach.  Starting with an introduction, I understand your situation before beginning an analysis of possible solutions.  I present you with possible solutions before we implement your new financial plan and review it on a regular basis.
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