I'm proud to offer my clients the Macro Asset Perspective® (MAP) process. This effective asset allocation approach helps create sound strategies for the protection of your assets, accumulation of wealth, and building retirement income, and leaving a lasting legacy for your family. I want to develop a lifetime client relationship with you based on trust and a history of your success.
Discovery. The first step is to uncover your objectives and current financial state. We'll sit down and talk. I'll ask a lot of questions. What are your goals? What keeps you up at night? Do you currently have investments and insurance? The objective is to uncover your needs and hopes and determine your current financial situation.
Analysis. Based on our conversation, I then sit down and create strategic solutions that work to meet your needs. I do a thorough analysis of the Discovery data and then develop a summary and recommendations.
Education. We then meet to go over the recommendations. I make sure you understand everything we talk about... completely. The bottom line is we'll work together to finalize a strategy that can best meet your goals.
Action. From there, we will take action to implement the recommendations. I will be with you every step of the way and follow up after implementation.
I do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.