• Schedule a call

    We’ll chat to see if we’re a good fit and if it makes sense to continue our conversation.

  • Discovery meeting

    We’ll spend some time together to gain clarity on what’s important to you — and why. I’ll use this information to create a plan customized to your specific situation.

  • Financial security plan

    You’ll receive my plan designed specifically for you. We’ll use this plan as a blueprint and work together to align your actions, values, and finances.

  • Regular review

    Your comprehensive financial security plan will adapt to changes in your life. Regular reviews make sure we’re staying ahead of changes in the industry and keeping up with your busy life.