Contact Me at 813-484-7877
Breaking Down The Process
A Closer Look At Your Financial Journey
The same simple three-step process now with more details so you know exactly what to expect at every stage.
Understanding Your Financial Story
We begin with a complimentary consultation to learn about your financial situation, goals, and concerns. This is your opportunity to:
Share your financial aspirations and challenges
Ask questions about my services and approach
Determine if we’re the right fit for your needs
Mapping Your Financial Landscape
After our initial meeting, I conduct a thorough analysis of your financial picture. In this meeting, I will do the following:
Reviewing your assets, liabilities, income, and expenses
Assessing your risk tolerance and investment preferences
Identifying gaps in your current financial strategies
Building Your Personalized Financial Plan
Using a fiduciary approach, I craft a strategy tailored to your specific needs. Your customized plan may include:
Personalized investment and retirement planning strategies tailored to your risk profile, long-term security, and wealth-building goals
Tax-efficient wealth management suggestions and estate planning considerations to protect your legacy
Comprehensive risk management Insurance reviews and strategies to safeguard your financial
Empowering You With A Clear Path Forward
In our next meeting, I will present your financial plan in a way that is simple and easy to understand.
Gain a clear understanding of my CFP®-guided recommendations
Have the chance to ask questions & refine the plan
Decide on the next steps for implementation
Putting Your Plan Into Action
Once you're confident in the strategy we created, I will assist you in the following:
Executing investments & setting up accounts
Coordinating with estate attorneys, CPAs, and other professionals
Implementing your plan efficiently, ensuring alignment with your long-term goals
A Long-Term Partnership For Financial Success
Your financial plan is not static, it evolves with you. As your fiduciary partner, I provide the following:
Regular portfolio reviews & adjustments
Annual strategy meetings to track progress
Proactive communication & updates when life or market conditions change
Visualize Your Financial Future With Clarity
Discover a clear and simple way to see all your household's financial details in one place. An Asset-Map® creates a personalized snapshot of your wealth, income, and financial priorities, helping you make informed decisions with confidence.
Start your Asset-Map® today and get a clear, visual snapshot of your financial life in just a few minutes. Take the first step toward financial clarity now.
A Simple, Clear Approach To Financial Security
My streamlined approach guides you toward financial confidence with ease.
Discovery
In the Discovery phase, I take time to learn about your financial goals, challenges, and aspirations. There is an opportunity to ask questions about services and my approach. Following this initial meeting, I thoroughly analyze your assets, liabilities, income, expenses, and investment preferences while assessing your risk tolerance. This comprehensive understanding helps me identify opportunities and build a personalized plan tailored to your unique financial landscape.
Design
The Design phase is based on a thorough analysis. Here I develop a personalized financial strategy designed to meet your unique needs and goals. This tailored plan includes investment recommendations aligned with your risk tolerance, retirement planning strategies, tax optimization suggestions, estate planning considerations, and risk management and insurance coverage reviews to ensure all aspects of your financial well-being are addressed.
Development
The Development phase is where your financial plan comes to life. I’ll implement tailored strategies, provide continuous support, and adjust your plan as life changes—ensuring you stay on track toward your financial goals.
Visualize Your Financial Future With Clarity
Discover a clear and simple way to see all your household's financial details in one place. An Asset-Map® creates a personalized snapshot of your wealth, income, and financial priorities, helping you make informed decisions with confidence.
Start your Asset-Map® today and get a clear, visual snapshot of your financial life in just a few minutes. Take the first step toward financial clarity now.