What It’s Like to Work With Me
A thoughtful, step-by-step approach designed around you.
Step 1: Discovery Call
We start with a complimentary 30-minute conversation. How can I help you? You’ll share your goals, your concerns, and where you want to go. No pressure, just clarity.
→ Schedule your Discovery Call
Step 2: Deep Dive + Data Gathering
If we’re a good fit, we move forward with a comprehensive discovery process. We’ll gather details about your financial life—from income and investments to goals and values.
Step 3: Personalized Strategy
Together, we’ll create a customized financial plan based on your life—not a template. This includes cash flow analysis, investment guidance, risk management, and long-term projections.
Step 4: Implementation & Alignment
We help you implement your plan with confidence—coordinating with your CPA, attorney, or insurance agent where needed. I’ll handle the details so you can focus on your life.
Step 5: Ongoing Guidance
As life evolves, so will your plan. We’ll check in regularly, adjust when needed, and I’ll serve as your trusted partner for planning and/or wealth management needs.